XPOF β€” XPONENTIAL FITNESS INC

Ownership history in True Wealth Design, LLC  Β·  2 quarters on record

AI Ownership Summary

True Wealth Design, LLC reported XPONENTIAL FITNESS INC (XPOF) in 2 quarterly 13F filings from 2025 Q2 through 2025 Q3. The latest visible filing shows XPOF 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.

What this XPOF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was True Wealth Design, LLC's position in XPONENTIAL FITNESS 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
2025 Q3

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

High-water mark
Peak Conviction
0.0% in 2025 Q2

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

Time in book
Holding Window
2025 Q2 to 2025 Q3

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 True Wealth Design, LLC held XPOF β€” position size vs. price
% of Fund (quarterly)    XPOF price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 113 β€” 0% 0.00% $881 2025-10-21 $7.02
2025 Q2 INITIATED 113 β€” β€” 0.00% $847 2025-08-06 $10.32

FAQ About True Wealth Design, LLC and XPOF

These are the practical questions this page is built to answer before you even open the full history table.

How long has True Wealth Design, LLC reported owning XPOF?

True Wealth Design, LLC reported XPOF across 2 quarterly 13F filings, from 2025 Q2 through 2025 Q3.

What was the largest reported XPOF position in True Wealth Design, LLC's portfolio?

The largest reported portfolio weight for XPOF was 0.00% in 2025 Q2.

What is the latest reported XPOF position on this page?

The most recent filing on this page is 2025 Q3, when True Wealth Design, LLC reported 113 shares, equal to 0.00% of portfolio, with an estimated market value of $881.

What does the chart on this XPOF ownership page compare?

The chart compares True Wealth Design, LLC's quarterly XPOF 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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