Heartwood Wealth Advisors LLC
Position in CHH — Choice Hotels International Inc /De
CIK 1794935
RICHMOND, VA
Position in CHH
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$297,729
+$18,279 QoQ
Shares Held
2,700
0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#202
of 329 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CHH Over Time
Shares Held
Position Value (USD)
Position in Lodging
Consumer Cyclical · as of Jun 30, 2026Heartwood Wealth Advisors LLC holds $297,729 across 1 Lodging name. CHH ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CHH |
Choice Hotels International Inc /De
This page
|
2,700 | $297,729 |
All Filings in CHH
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $297,729 | 2,700 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $279,450 | 2,700 | Shares | Sole | 2026-04-07 | |
| No filing history on record for this holder in this stock. | ||||||