Concurrent Investment Advisors, LLC
Position in PTON — Peloton Interactive, Inc.
CIK 2001015
Tampa, FL
Position in PTON
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,697,162
+$712,397 QoQ
Shares Held
287,168
+25.1% QoQ
Ownership
0.065%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#107
of 460 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PTON Over Time
Shares Held
Position Value (USD)
Position in Leisure
Consumer Cyclical · as of Jun 30, 2026Concurrent Investment Advisors, LLC holds $2,444,498 across 3 Leisure names. PTON ranks #1 (69.4% of the industry book) .
All Filings in PTON
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,697,162 | 287,168 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $984,765 | 229,549 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $380,681 | 61,799 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $668,691 | 74,299 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $443,653 | 63,927 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $509,562 | 80,627 | Shares | Sole | 2025-04-29 | |
| No filing history on record for this holder in this stock. | ||||||