Position in HLT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$382,672
+$69,470 QoQ
Shares Held
1,158
+12.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#851
of 1,283 holders
Holding Since
Mar 2024
5 quarters on record
Common Shares in HLT Over Time
Shares Held
Position Value (USD)
Position in Lodging
Consumer Cyclical · as of Jun 30, 2026Simplicity Wealth,LLC holds $1,172,028 across 2 Lodging names. HLT ranks #2 (32.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAR |
Marriott International Inc /Md/
|
2,130 | $789,356 | |
| 2 | HLT |
Hilton Worldwide Holdings Inc.
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|
1,158 | $382,672 |
All Filings in HLT
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $382,672 | 1,158 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $313,202 | 1,030 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $269,727 | 939 | Shares | Sole | 2026-01-30 | |
| 2024-06-30 | $3,805,408 | 17,440 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $3,757,882 | 17,617 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||