Summit Financial, LLC

Position in HLT — Hilton Worldwide Holdings Inc.

CIK 1765536 PARSIPPANY, NJ

Position in HLT

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

Position Value

$792,773

+$87,308 QoQ

Shares Held

2,399

+3.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#680

of 1,283 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Summit Financial, LLC holds $8,278,471 across 3 Lodging names. HLT ranks #3 (9.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	H	Hyatt Hotels Corp	23,654	$4,585,091
2	MAR	Marriott International Inc /Md/	7,827	$2,900,607
3	HLT	Hilton Worldwide Holdings Inc. This page	2,399	$792,773

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$792,773	2,399	+3.4%	Shares	Sole	2026-08-12
2026-03-31	$705,465	2,320	+101.4%	Shares	Sole	2026-05-15
2025-12-31	$330,912	1,152	+7.1%	Shares	Sole	2026-02-13
2025-09-30	$279,157	1,076	-3.2%	Shares	Sole	2025-11-14
2025-06-30	$295,903	1,111	+14.8%	Shares	Sole	2025-08-13
2025-03-31	$220,268	968	+4.3%	Shares	Sole	2025-05-14
2024-12-31	$229,364	928	—	Shares	Sole	2025-02-12
No filing history on record for this holder in this stock.