EverSource Wealth Advisors, LLC

Position in PTON — Peloton Interactive, Inc.

CIK 1710537 BIRMINGHAM, AL

Position in PTON

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$28,701

+$18,544 QoQ

Shares Held

4,857

+105.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#37

of 82 holders

Holding Since

Mar 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

EverSource Wealth Advisors, LLC holds $838,092 across 20 Leisure names. PTON ranks #5 (3.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HAS	Hasbro, Inc.	6,262	$517,174
2	JOUT	Johnson Outdoors Inc	1,882	$86,645
3	PLNT	Planet Fitness, Inc.	891	$46,478
4	YETI	YETI Holdings, Inc.	900	$44,599
5	PTON	Peloton Interactive, Inc. This page	4,857	$28,701
6	FUN	Six Flags Entertainment Corporation/NEW	1,281	$27,284
7	GOLF	Acushnet Holdings Corp.	185	$21,927
8	LTH	Life Time Group Holdings, Inc.	529	$21,602

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$28,701	4,857	+105.1%	Shares	Sole	2026-07-24
2026-03-31	$10,157	2,368	+115.3%	Shares	Sole	2026-05-18
2025-12-31	$6,774	1,100	+2.3%	Shares	Sole	2026-02-06
2025-09-30	$9,675	1,075	-22.5%	Shares	Sole	2025-11-10
2025-06-30	$9,625	1,387	+9.5%	Shares	Sole	2025-08-13
2025-03-31	$8,006	1,267	+739.1%	Shares	Sole	2025-05-13
2024-12-31	$1,313	151	-83.2%	Shares	Sole	2025-02-10
2024-03-31	$3,856	900	0.0%	Shares	Sole	2024-06-11
2023-12-31	$5,481	900	-5.3%	Shares	Sole	2024-02-09
2023-09-30	$4,797	950	0.0%	Shares	Sole	2023-11-03
2023-06-30	$7,305	950	+5.6%	Shares	Sole	2023-08-04
2023-03-31	$10,206	900	—	Shares	Sole	2023-05-11
No filing history on record for this holder in this stock.