Position in HLT
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,438,810
+$570,367 QoQ
Shares Held
4,354
+52.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#586
of 1,283 holders
Holding Since
Mar 2020
20 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, 2026AE Wealth Management LLC holds $2,870,382 across 2 Lodging names. HLT ranks #1 (50.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HLT |
Hilton Worldwide Holdings Inc.
This page
|
4,354 | $1,438,810 | |
| 2 | MAR |
Marriott International Inc /Md/
|
3,863 | $1,431,572 |
All Filings in HLT
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,438,810 | 4,354 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $868,443 | 2,856 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $200,781 | 699 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $297,572 | 1,147 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $301,494 | 1,132 | Shares | Other | 2025-08-06 | |
| 2023-12-31 | $1,360,212 | 7,470 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,431,966 | 9,535 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,574,414 | 10,817 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $1,368,692 | 9,716 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $1,251,090 | 9,901 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,229,600 | 10,194 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $373,546 | 3,352 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,016,961 | 6,702 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $642,990 | 4,122 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $610,876 | 4,624 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $597,672 | 4,955 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $980,419 | 8,108 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $268,136 | 2,410 | Shares | Sole | 2021-02-01 | |
| 2020-06-30 | $364,385 | 4,961 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,385,954 | 20,310 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||