Position in H
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$16,864
+$4,355 QoQ
Shares Held
87
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#441
of 524 holders
Holding Since
Mar 2025
6 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, 2026Private Wealth Asset Management, LLC holds $97,422 across 4 Lodging names. H ranks #3 (17.3% of the industry book) .
All Filings in H
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,864 | 87 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $12,509 | 87 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $13,947 | 87 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $12,347 | 87 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $12,149 | 87 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $10,657 | 87 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||