Position in XPOF
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$15,777
-$16,008 QoQ
Shares Held
2,280
-56.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#6
of 12 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in XPOF Over Time
Shares Held
Position Value (USD)
Position in Leisure
Consumer Cyclical · as of Jun 30, 2026Asset Planning,Inc holds $15,777 across 1 Leisure name. XPOF ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XPOF |
Xponential Fitness, Inc.
This page
|
2,280 | $15,777 |
All Filings in XPOF
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,777 | 2,280 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $31,785 | 5,280 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $43,454 | 5,280 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $41,131 | 5,280 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $39,547 | 5,280 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $43,982 | 5,280 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $71,016 | 5,280 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||