Institute for Wealth Management, LLC.

Position in HLT — Hilton Worldwide Holdings Inc.

CIK 1533954 DENVER, CO

Position in HLT

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$577,974

+$68,945 QoQ

Shares Held

1,749

+4.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#743

of 1,283 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Institute for Wealth Management, LLC. holds $4,558,535 across 6 Lodging names. HLT ranks #3 (12.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	H	Hyatt Hotels Corp	9,969	$1,932,390
2	MAR	Marriott International Inc /Md/	4,418	$1,637,266
3	HLT	Hilton Worldwide Holdings Inc. This page	1,749	$577,974
4	CHH	Choice Hotels International Inc /De	3,511	$387,157
5	WH	Wyndham Hotels & Resorts, Inc.	282	$23,747
6	IHG	Intercontinental Hotels Group PLC /New/	0	$1

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$577,974	1,749	+4.5%	Shares	Sole	2026-07-28
2026-03-31	$509,029	1,674	-3.5%	Shares	Sole	2026-05-14
2025-12-31	$498,378	1,735	+0.2%	Shares	Sole	2026-01-27
2025-09-30	$449,090	1,731	-32.6%	Shares	Sole	2025-10-17
2025-06-30	$684,493	2,570	+7.8%	Shares	Sole	2025-07-18
2025-03-31	$542,479	2,384	+37.7%	Shares	Sole	2025-04-21
2024-12-31	$427,833	1,731	0.0%	Shares	Sole	2025-01-23
2024-09-30	$398,995	1,731	0.0%	Shares	Sole	2024-11-12
2024-06-30	$377,704	1,731	+1.5%	Shares	Sole	2024-07-25
2024-03-31	$363,693	1,705	0.0%	Shares	Sole	2024-04-30
2023-12-31	$310,463	1,705	0.0%	Shares	Sole	2024-01-31
2023-09-30	$256,056	1,705	0.0%	Shares	Sole	2023-10-13
2023-06-30	$248,162	1,705	+0.8%	Shares	Sole	2023-07-25
2023-03-31	$238,352	1,692	0.0%	Shares	Sole	2023-04-20
2022-12-31	$213,801	1,692	—	Shares	Sole	2023-02-02
No filing history on record for this holder in this stock.