BAKER TILLY WEALTH MANAGEMENT, LLC

Position in HLT — Hilton Worldwide Holdings Inc.

CIK 1840565 MADISON, WI

Position in HLT

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$1,210,144

-$76,722 QoQ

Shares Held

3,662

-13.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.55%

of 13F equity value

Holder Rank

#607

of 1,283 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

BAKER TILLY WEALTH MANAGEMENT, LLC holds $1,724,078 across 3 Lodging names. HLT ranks #1 (70.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HLT	Hilton Worldwide Holdings Inc. This page	3,662	$1,210,144
2	H	Hyatt Hotels Corp	1,466	$284,169
3	MAR	Marriott International Inc /Md/	620	$229,765

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,210,144	3,662	-13.5%	Shares	Sole	2026-07-17
2026-03-31	$1,286,866	4,232	+0.6%	Shares	Sole	2026-04-10
2025-12-31	$1,208,460	4,207	-14.1%	Shares	Sole	2026-01-08
2025-09-30	$1,270,218	4,896	+0.7%	Shares	Sole	2025-10-09
2025-06-30	$1,294,412	4,860	-1.4%	Shares	Sole	2025-07-10
2025-03-31	$1,121,593	4,929	-0.6%	Shares	Sole	2025-04-09
2024-12-31	$1,225,666	4,959	+4.2%	Shares	Sole	2025-01-10
2024-09-30	$1,096,949	4,759	+23.0%	Shares	Sole	2024-10-24
2024-06-30	$844,215	3,869	+0.7%	Shares	Sole	2024-07-18
2024-03-31	$819,963	3,844	-2.9%	Shares	Sole	2024-05-09
2023-12-31	$720,530	3,957	-17.3%	Shares	Sole	2024-01-10
2023-09-30	$718,761	4,786	-55.9%	Shares	Sole	2023-10-10
2023-06-30	$1,578,489	10,845	+1.7%	Shares	Sole	2023-07-20
2023-03-31	$1,501,815	10,661	-2.7%	Shares	Sole	2023-04-12
2022-12-31	$1,384,147	10,954	+29.2%	Shares	Sole	2023-01-26
2022-09-30	$1,022,978	8,481	-5.7%	Shares	Sole	2022-10-20
2022-06-30	$1,002,291	8,994	+5.5%	Shares	Sole	2022-07-28
2022-03-31	$1,293,886	8,527	+20.0%	Shares	Sole	2022-04-27
2021-12-31	$1,108,152	7,104	+22.1%	Shares	Sole	2022-02-08
2021-09-30	$768,880	5,820	+73.5%	Shares	Sole	2021-11-02
2021-06-30	$404,680	3,355	+4.5%	Shares	Sole	2021-07-30
2021-03-31	$388,395	3,212	—	Shares	Sole	2021-04-28
No filing history on record for this holder in this stock.