Everhart Financial Group, Inc.
Position in HLT — Hilton Worldwide Holdings Inc.
CIK 1852858
Dublin, OH
Position in HLT
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,704,843
+$179,578 QoQ
Shares Held
5,159
+2.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#554
of 1,283 holders
Holding Since
Mar 2023
14 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, 2026Everhart Financial Group, Inc. holds $2,185,127 across 2 Lodging names. HLT ranks #1 (78.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HLT |
Hilton Worldwide Holdings Inc.
This page
|
5,159 | $1,704,843 | |
| 2 | MAR |
Marriott International Inc /Md/
|
1,296 | $480,284 |
All Filings in HLT
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,704,843 | 5,159 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,525,265 | 5,016 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $1,296,646 | 4,514 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $999,622 | 3,853 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $887,444 | 3,332 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $784,364 | 3,447 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $794,619 | 3,215 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $709,940 | 3,080 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $557,719 | 2,556 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $483,787 | 2,268 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $359,081 | 1,972 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $257,108 | 1,712 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $229,095 | 1,574 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $202,852 | 1,440 | Shares | Sole | 2023-04-25 | |
| No filing history on record for this holder in this stock. | ||||||