Position in HLT
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$35,689
+$3,457 QoQ
Shares Held
108
+1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,100
of 1,283 holders
Holding Since
Jun 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HLT Over Time
Shares Held
Position Value (USD)
Position in Lodging
Consumer Cyclical · as of Jun 30, 2026JFS WEALTH ADVISORS, LLC holds $255,047 across 7 Lodging names. HLT ranks #3 (14.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WH |
Wyndham Hotels & Resorts, Inc.
|
1,155 | $97,262 | |
| 2 | MAR |
Marriott International Inc /Md/
|
261 | $96,723 | |
| 3 | HLT |
Hilton Worldwide Holdings Inc.
This page
|
108 | $35,689 | |
| 4 | H |
Hyatt Hotels Corp
|
61 | $11,824 | |
| 5 | IHG |
Intercontinental Hotels Group PLC /New/
|
56 | $9,694 | |
| 6 | HTHT |
H World Group Ltd
|
66 | $2,753 | |
| 7 | CHH |
Choice Hotels International Inc /De
|
10 | $1,102 |
All Filings in HLT
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,689 | 108 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $32,232 | 106 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $29,586 | 103 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $19,717 | 76 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $20,241 | 76 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $17,293 | 76 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $18,042 | 73 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $19,592 | 85 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $18,110 | 83 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $18,344 | 86 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $15,659 | 86 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $10,362 | 69 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $10,042 | 69 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $10,565 | 75 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $8,971 | 71 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $9,408 | 78 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $6,463 | 58 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $10,014 | 66 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $3,743 | 24 | Shares | Sole | 2022-02-03 | |
| 2021-03-31 | $16,928 | 140 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $15,576 | 140 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $8,105 | 95 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $6,977 | 95 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||