Position in HLT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$4,995,232
+$369,872 QoQ
Shares Held
15,116
-0.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#407
of 1,288 holders
Holding Since
Mar 2020
17 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, 2026Arkadios Wealth Advisors holds $7,656,511 across 3 Lodging names. HLT ranks #1 (65.2% of the industry book) .
All Filings in HLT
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,995,232 | 15,116 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $4,625,360 | 15,211 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $4,275,428 | 14,884 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,297,222 | 12,709 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,276,141 | 8,546 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,920,066 | 8,438 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $444,393 | 1,798 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $403,144 | 1,749 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $366,357 | 1,679 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $231,228 | 1,084 | Shares | Sole | 2024-04-30 | |
| 2021-09-30 | $101,856 | 771 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $92,998 | 771 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $143,894 | 1,190 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $132,399 | 1,190 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $78,323 | 918 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $90,196 | 1,228 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $46,130 | 676 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||