Integrated Wealth Concepts LLC

Position in HLT — Hilton Worldwide Holdings Inc.

CIK 1737109 WALTHAM, MA

Position in HLT

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

Position Value

$1,603,722

+$538,530 QoQ

Shares Held

4,853

+38.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#562

of 1,283 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Integrated Wealth Concepts LLC holds $5,049,690 across 8 Lodging names. HLT ranks #2 (31.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MAR	Marriott International Inc /Md/	7,809	$2,893,937
2	HLT	Hilton Worldwide Holdings Inc. This page	4,853	$1,603,722
3	WH	Wyndham Hotels & Resorts, Inc.	5,313	$447,407
4	IHG	Intercontinental Hotels Group PLC /New/	471	$81,539
5	CHH	Choice Hotels International Inc /De	101	$11,137
6	H	Hyatt Hotels Corp	41	$7,947
7	ATAT	Atour Lifestyle Holdings Ltd	76	$2,416
8	HTHT	H World Group Ltd	38	$1,585

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,603,722	4,853	+38.5%	Shares	Sole	2026-08-12
2026-03-31	$1,065,192	3,503	+139.6%	Shares	Other	2026-05-15
2025-12-31	$419,959	1,462	+32.1%	Shares	Other	2026-02-13
2025-09-30	$287,200	1,107	-57.8%	Shares	Other	2025-11-14
2025-06-30	$699,408	2,626	+42.8%	Shares	Other	2025-08-14
2025-03-31	$418,464	1,839	-1.2%	Shares	Other	2025-05-15
2024-12-31	$460,211	1,862	+39.1%	Shares	Other	2025-02-14
2024-09-30	$308,639	1,339	-8.2%	Shares	Other	2024-11-14
2024-06-30	$318,353	1,459	+3.3%	Shares	Other	2024-08-14
2024-03-31	$301,407	1,413	—	Shares	Other	2024-05-15
No filing history on record for this holder in this stock.