PTON β€” PELOTON INTERACTIVE INC

Ownership history in Wealthcare Advisory Partners LLC  Β·  7 quarters on record

AI Ownership Summary

Wealthcare Advisory Partners LLC reported PELOTON INTERACTIVE INC (PTON) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q1. 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. 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 Wealthcare Advisory Partners 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 Q1

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

High-water mark
Peak Conviction
0.0% in 2024 Q4

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

Time in book
Holding Window
2024 Q4 to 2026 Q1

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 Wealthcare Advisory Partners LLC held PTON β€” position size vs. price
% of Fund (quarterly)    PTON price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 11,122 +583 +5.5% 0.00% $48K 2026-04-14 $4.77
2025 Q4 ADDED 10,539 +33 +0.3% 0.00% $65K 2026-01-14 $6.57
2025 Q3 UNCHANGED 10,506 β€” 0% 0.00% $95K 2025-11-07 $7.66
2025 Q2 UNCHANGED 10,506 β€” 0% 0.00% $73K 2025-07-22 $6.49
2025 Q1 REDUCED 10,506 -1,460 -12.2% 0.00% $66K 2025-04-15 $5.73
2024 Q4 ADDED 11,966 +11,500 +2467.8% 0.00% $104K 2025-01-15 $8.97
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Wealthcare Advisory Partners 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 Wealthcare Advisory Partners LLC reported owning PTON?

Wealthcare Advisory Partners LLC reported PTON across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported PTON position in Wealthcare Advisory Partners LLC's portfolio?

The largest reported portfolio weight for PTON was 0.00% in 2024 Q4.

What is the latest reported PTON position on this page?

The most recent filing on this page is 2026 Q1, when Wealthcare Advisory Partners LLC reported 11,122 shares, equal to 0.00% of portfolio, with an estimated market value of $48K.

What does the chart on this PTON ownership page compare?

The chart compares Wealthcare Advisory Partners 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.

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