Position in H
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$284,169
+$50,367 QoQ
Shares Held
1,466
-9.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#351
of 524 holders
Holding Since
Mar 2022
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in H Over Time
Shares Held
Position Value (USD)
Position in Lodging
Consumer Cyclical · as of Jun 30, 2026BAKER TILLY WEALTH MANAGEMENT, LLC holds $1,724,078 across 3 Lodging names. H ranks #2 (16.5% of the industry book) .
All Filings in H
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $284,169 | 1,466 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $233,802 | 1,626 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $232,303 | 1,449 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $204,379 | 1,440 | Shares | Sole | 2025-10-09 | |
| 2023-06-30 | $346,489 | 3,024 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $338,388 | 3,027 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $294,233 | 3,253 | Shares | Sole | 2023-01-26 | |
| 2022-03-31 | $224,689 | 2,354 | Shares | Sole | 2022-04-27 | |
| No filing history on record for this holder in this stock. | ||||||