Golden State Wealth Management, LLC
Position in HLT — Hilton Worldwide Holdings Inc.
CIK 1776033
SANTA ANA, CA
Position in HLT
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$849,612
+$69,039 QoQ
Shares Held
2,571
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#670
of 1,283 holders
Holding Since
Mar 2020
16 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, 2026Golden State Wealth Management, LLC holds $1,166,808 across 3 Lodging names. HLT ranks #1 (72.8% of the industry book) .
All Filings in HLT
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $849,612 | 2,571 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $780,573 | 2,567 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $720,135 | 2,507 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $640,038 | 2,467 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $640,015 | 2,403 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $509,256 | 2,238 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $554,132 | 2,242 | Shares | Sole | 2025-01-28 | |
| 2022-03-31 | $365,996 | 2,412 | Shares | Sole | 2022-05-19 | |
| 2021-12-31 | $394,810 | 2,531 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $331,992 | 2,513 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $303,118 | 2,513 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $359,374 | 2,972 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $292,947 | 2,633 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $220,552 | 2,585 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $213,225 | 2,903 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $100,654 | 1,475 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||