Smallwood Wealth Investment Management, LLC
Position in HLT — Hilton Worldwide Holdings Inc.
CIK 1921304
RED BANK, NJ
Position in HLT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,652
-$1,388 QoQ
Shares Held
5
-50.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,257
of 1,283 holders
Holding Since
Mar 2025
6 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, 2026Smallwood Wealth Investment Management, LLC holds $16,475 across 2 Lodging names. HLT ranks #2 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAR |
Marriott International Inc /Md/
|
40 | $14,823 | |
| 2 | HLT |
Hilton Worldwide Holdings Inc.
This page
|
5 | $1,652 |
All Filings in HLT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,652 | 5 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $3,040 | 10 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,872 | 10 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,297 | 5 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $266 | 1 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $227 | 1 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||