Position in H
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$7,753
+$2,002 QoQ
Shares Held
40
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#457
of 524 holders
Holding Since
Dec 2025
3 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, 2026United Financial Planning Group LLC holds $22,604 across 3 Lodging names. H ranks #2 (34.3% of the industry book) .
All Filings in H
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,753 | 40 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $5,751 | 40 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $320 | 2 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||