Independent Advisor Alliance

Position in HLT — Hilton Worldwide Holdings Inc.

CIK 1696899 CHARLOTTE, NC

Back to HLT Full portfolio

Position in HLT

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,147,687

+$132,973 QoQ

Shares Held

3,473

+4.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#615

of 1,283 holders

Holding Since

Jun 2020

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in HLT Over Time

Shares Held

Position Value (USD)

Derivatives in HLT

reported options exposure · as of Dec 31, 2020

CallValue

$1,335

CallShares

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Lodging

Consumer Cyclical · as of Jun 30, 2026

Independent Advisor Alliance holds $5,847,710 across 3 Lodging names. HLT ranks #3 (19.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MAR	Marriott International Inc /Md/	7,614	$2,821,672
2	IHG	Intercontinental Hotels Group PLC /New/	10,850	$1,878,351
3	HLT	Hilton Worldwide Holdings Inc. This page	3,473	$1,147,687

All Filings in HLT

Export CSV

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,147,687	3,473	+4.1%	Shares	Sole	2026-08-12
2026-03-31	$1,014,714	3,337	+3.7%	Shares	Sole	2026-05-12
2025-12-31	$924,657	3,219	+11.8%	Shares	Sole	2026-02-04
2025-09-30	$747,186	2,880	+0.3%	Shares	Sole	2025-11-04
2025-06-30	$764,661	2,871	-18.1%	Shares	Sole	2025-08-11
2025-03-31	$798,016	3,507	-4.7%	Shares	Sole	2025-05-12
2024-12-31	$909,548	3,680	+44.2%	Shares	Sole	2025-02-07
2024-09-30	$588,236	2,552	+3.4%	Shares	Sole	2024-11-13
2024-06-30	$538,517	2,468	+14.5%	Shares	Sole	2024-08-12
2024-03-31	$459,683	2,155	+15.8%	Shares	Sole	2024-05-08
2023-12-31	$338,869	1,861	+29.3%	Shares	Sole	2024-02-08
2023-09-30	$216,109	1,439	-31.9%	Shares	Sole	2023-10-24
2022-03-31	$320,626	2,113	+2.1%	Shares	Sole	2022-05-06
2021-12-31	$322,899	2,070	-10.2%	Shares	Sole	2022-02-11
2021-09-30	$304,381	2,304	0.0%	Shares	Sole	2021-11-01
2021-06-30	$277,908	2,304	+1.9%	Shares	Sole	2021-08-12
2021-03-31	$273,400	2,261	-12.1%	Shares	Sole	2021-05-14
2020-12-31	$286,160	2,572	-21.7%	Shares	Sole	2021-02-11
2020-12-31	$1,335	12	—	Call	Sole	2021-02-11
2020-06-30	$241,356	3,286	—	Shares	Sole	2020-08-06
No filing history on record for this holder in this stock.