Position in HLT
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$672,816
-$409,708 QoQ
Shares Held
2,036
-42.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#712
of 1,283 holders
Holding Since
Jun 2024
9 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, 2026Cooper Financial Group holds $2,257,372 across 3 Lodging names. HLT ranks #2 (29.8% of the industry book) .
All Filings in HLT
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $672,816 | 2,036 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,082,524 | 3,560 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $1,070,293 | 3,726 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $994,174 | 3,832 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $1,036,328 | 3,891 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $908,152 | 3,991 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $898,920 | 3,637 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $745,898 | 3,236 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $324,681 | 1,488 | Shares | Sole | 2024-07-15 | |
| No filing history on record for this holder in this stock. | ||||||