Position in HLT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$35,359
+$4,624 QoQ
Shares Held
107
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,102
of 1,283 holders
Holding Since
Mar 2021
20 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, 2026Concord Wealth Partners holds $454,496 across 2 Lodging names. HLT ranks #2 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAR |
Marriott International Inc /Md/
|
1,131 | $419,137 | |
| 2 | HLT |
Hilton Worldwide Holdings Inc.
This page
|
107 | $35,359 |
All Filings in HLT
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,359 | 107 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $30,735 | 107 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $27,760 | 107 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $28,498 | 107 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $24,347 | 107 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $32,625 | 132 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $30,426 | 132 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $23,347 | 107 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $22,824 | 107 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $19,483 | 107 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $33,339 | 222 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $32,312 | 222 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $31,273 | 222 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $28,051 | 222 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $24,739 | 222 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $33,686 | 222 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $34,629 | 222 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $15,192 | 115 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $30,878 | 256 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $25,755 | 213 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||