Position in HLT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$873,405
+$326,061 QoQ
Shares Held
2,643
+46.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#664
of 1,283 holders
Holding Since
Dec 2023
11 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, 2026WADDELL & ASSOCIATES, LLC holds $1,523,271 across 3 Lodging names. HLT ranks #1 (57.3% of the industry book) .
All Filings in HLT
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $873,405 | 2,643 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $547,344 | 1,800 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $517,050 | 1,800 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $458,689 | 1,768 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $470,889 | 1,768 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $288,078 | 1,266 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $312,163 | 1,263 | Shares | Sole | 2025-05-14 | |
| 2024-09-30 | $291,121 | 1,263 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $275,586 | 1,263 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $269,410 | 1,263 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $229,979 | 1,263 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||