Position in HLT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,252
+$738 QoQ
Shares Held
28
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,187
of 1,283 holders
Holding Since
Mar 2026
2 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, 2026Heritage Wealth Advisors holds $884,214 across 2 Lodging names. HLT ranks #2 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAR |
Marriott International Inc /Md/
|
2,361 | $874,962 | |
| 2 | HLT |
Hilton Worldwide Holdings Inc.
This page
|
28 | $9,252 |
All Filings in HLT
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,252 | 28 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $8,514 | 28 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||