Kohmann Bosshard Financial Services, LLC PTON — PELOTON INTERACTIVE INC

Ownership history in Kohmann Bosshard Financial Services, LLC  ·  12 quarters on record

AI Ownership Summary

Kohmann Bosshard Financial Services, LLC reported PELOTON INTERACTIVE INC (PTON) in 12 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.02% in 2025 Q3. The latest visible filing shows PTON at 0.01% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PTON ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Kohmann Bosshard Financial Services, LLC'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
2026 Q2

PTON was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% 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
2024 Q1 to 2026 Q2

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.

PTON stock page Kohmann Bosshard Financial Services, LLC fund profile Kohmann Bosshard Financial Services, LLC full holdings
How Kohmann Bosshard Financial Services, LLC held PTON — position size vs. price
% of Fund (quarterly)    PTON price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 20,200 — 0% 0.01% $119K 2026-07-15 $6.33
2026 Q1 REDUCED 19.8% +34.5% ❌ 20,200 -5,000 -19.8% 0.01% $87K 2026-04-23 $4.95
2025 Q4 UNCHANGED — — — 25,200 — 0% 0.01% $155K 2026-01-30 $5.59
2025 Q3 ADDED — — — 25,200 +200 +0.8% 0.02% $227K 2025-11-13 $7.31
2025 Q2 ADDED — — — 25,000 +5,000 +25.0% 0.02% $174K 2025-08-12 $8.14
2025 Q1 ADDED — — — 20,000 +5,000 +33.3% 0.01% $126K 2025-05-12 $6.64
2024 Q4 UNCHANGED — — — 15,000 — 0% 0.02% $130K 2025-02-05 $7.58
2024 Q3 ADDED — — — 15,000 +5,000 +50.0% 0.01% $70K 2024-10-17 $5.27
2024 Q2 UNCHANGED — — — 10,000 — 0% 0.00% $34K 2024-07-11 $3.47
2024 Q1 UNCHANGED — — — 10,000 — 0% 0.01% $43K 2024-04-16 $3.10
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PTON

As of 2026 Q2 — sorted by position size

KIRR MARBACH & CO LLC /IN/ 3Y 7Y 0.48% Sage Capital Advisors,llc 3Y 7Y 0.03% Parkside Investments, LLC 3Y 7Y 0.02% Procyon Advisors, LLC 3Y 0.01% YOUSIF CAPITAL MANAGEMENT, LLC 3Y 0.01% LVW Advisors, LLC 3Y 7Y 0.01% WADDELL & ASSOCIATES, LLC 3Y 7Y 0.0% Wedmont Private Capital 3Y 0.0% True Wealth Design, LLC 3Y 0.0% Handelsbanken Fonder AB 3Y 7Y 0.0%

FAQ About Kohmann Bosshard Financial Services, LLC and PTON

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

How long has Kohmann Bosshard Financial Services, LLC reported owning PTON?

Kohmann Bosshard Financial Services, LLC reported PTON across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported PTON position in Kohmann Bosshard Financial Services, LLC's portfolio?

The largest reported portfolio weight for PTON was 0.02% in 2025 Q3.

What is the latest reported PTON position on this page?

The most recent filing on this page is 2026 Q2, when Kohmann Bosshard Financial Services, LLC reported 20,200 shares, equal to 0.01% of portfolio, with an estimated market value of $119K.

What does the chart on this PTON ownership page compare?

The chart compares Kohmann Bosshard Financial Services, LLC'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.

How well did Kohmann Bosshard Financial Services, LLC time their PTON position?

Based on 13F filing dates vs. subsequent PTON price moves, Kohmann Bosshard Financial Services, LLC correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on PTON relative to SPY over the holding period was -12.1%.

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