PTON β€” PELOTON INTERACTIVE INC

Ownership history in BROWN, LISLE/CUMMINGS, INC.  Β·  3 quarters on record

AI Ownership Summary

BROWN, LISLE/CUMMINGS, INC. reported PELOTON INTERACTIVE INC (PTON) in 3 quarterly 13F filings from 2025 Q1 through 2025 Q3. The latest visible filing shows PTON at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PTON ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BROWN, LISLE/CUMMINGS, INC.'s position in PELOTON INTERACTIVE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

PTON was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BROWN, LISLE/CUMMINGS, INC. held PTON β€” position size vs. price
% of Fund (quarterly)    PTON price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 73 β€” 0% 0.00% $653 2025-10-10 $6.96
2025 Q2 ADDED 73 +1 +1.4% 0.00% $503 2025-07-16 $6.39
2025 Q1 INITIATED 72 β€” β€” 0.00% $455 2025-04-22 $5.75

FAQ About BROWN, LISLE/CUMMINGS, INC. and PTON

These are the practical questions this page is built to answer before you even open the full history table.

How long has BROWN, LISLE/CUMMINGS, INC. reported owning PTON?

BROWN, LISLE/CUMMINGS, INC. reported PTON across 3 quarterly 13F filings, from 2025 Q1 through 2025 Q3.

What was the largest reported PTON position in BROWN, LISLE/CUMMINGS, INC.'s portfolio?

The largest reported portfolio weight for PTON was 0.00% in 2025 Q3.

What is the latest reported PTON position on this page?

The most recent filing on this page is 2025 Q3, when BROWN, LISLE/CUMMINGS, INC. reported 73 shares, equal to 0.00% of portfolio, with an estimated market value of $653.

What does the chart on this PTON ownership page compare?

The chart compares BROWN, LISLE/CUMMINGS, INC.'s quarterly PTON portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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