HERITAGE OAK WEALTH ADVISORS LLC
Position in PLNT — Planet Fitness, Inc.
CIK 2035533
SANTA ROSA BEACH, FL
Position in PLNT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,426,849
-$607,518 QoQ
Shares Held
27,350
-0.0% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#160
of 419 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PLNT Over Time
Shares Held
Position Value (USD)
Position in Leisure
Consumer Cyclical · as of Jun 30, 2026HERITAGE OAK WEALTH ADVISORS LLC holds $1,426,849 across 1 Leisure name. PLNT ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLNT |
Planet Fitness, Inc.
This page
|
27,350 | $1,426,849 |
All Filings in PLNT
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,426,849 | 27,350 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,034,367 | 27,351 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,966,654 | 27,350 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,838,930 | 27,350 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $2,982,517 | 27,350 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $2,642,283 | 27,350 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $2,704,094 | 27,350 | Shares | Sole | 2025-02-05 | |
| 2024-06-30 | $2,012,686 | 27,350 | Shares | Sole | 2024-08-28 | |
| No filing history on record for this holder in this stock. | ||||||