EverSource Wealth Advisors, LLC
Position in HLT — Hilton Worldwide Holdings Inc.
CIK 1710537
BIRMINGHAM, AL
Position in HLT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$582,264
-$92,787 QoQ
Shares Held
1,762
-20.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#741
of 1,283 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HLT Over Time
Shares Held
Position Value (USD)
Position in Lodging
Consumer Cyclical · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $1,344,671 across 9 Lodging names. HLT ranks #1 (43.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HLT |
Hilton Worldwide Holdings Inc.
This page
|
1,762 | $582,264 | |
| 2 | MAR |
Marriott International Inc /Md/
|
1,137 | $421,356 | |
| 3 | IHG |
Intercontinental Hotels Group PLC /New/
|
727 | $125,854 | |
| 4 | WH |
Wyndham Hotels & Resorts, Inc.
|
1,198 | $100,880 | |
| 5 | HTHT |
H World Group Ltd
|
1,315 | $54,860 | |
| 6 | CHH |
Choice Hotels International Inc /De
|
273 | $30,100 | |
| 7 | ATAT |
Atour Lifestyle Holdings Ltd
|
497 | $15,803 | |
| 8 | H |
Hyatt Hotels Corp
|
63 | $12,210 |
All Filings in HLT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $582,264 | 1,762 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $675,051 | 2,220 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $763,508 | 2,658 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $698,669 | 2,693 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $759,865 | 2,853 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $299,452 | 1,316 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $312,901 | 1,266 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $241,332 | 1,047 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $233,690 | 1,071 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $226,745 | 1,063 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $187,549 | 1,030 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $175,708 | 1,170 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $173,640 | 1,193 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $166,647 | 1,183 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $149,356 | 1,182 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $149,205 | 1,237 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $146,430 | 1,314 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $131,101 | 864 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $36,032 | 231 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||