Position in HLT
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$6,609
-$12,852 QoQ
Shares Held
20
-68.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,203
of 1,283 holders
Holding Since
Sep 2022
16 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, 2026Abound Wealth Management holds $25,106 across 4 Lodging names. HLT ranks #2 (26.3% of the industry book) .
All Filings in HLT
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,609 | 20 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $19,461 | 64 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $10,628 | 37 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $8,820 | 34 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $8,789 | 33 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $7,509 | 33 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $8,403 | 34 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $10,603 | 46 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $10,037 | 46 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $9,812 | 46 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $7,829 | 43 | Shares | Sole | 2024-08-08 | |
| 2023-09-30 | $6,157 | 41 | Shares | Sole | 2024-08-08 | |
| 2023-06-30 | $5,967 | 41 | Shares | Sole | 2024-08-08 | |
| 2023-03-31 | $5,353 | 38 | Shares | Sole | 2024-08-07 | |
| 2022-12-31 | $4,801 | 38 | Shares | Sole | 2024-08-07 | |
| 2022-09-30 | $2,171 | 18 | Shares | Sole | 2024-08-07 | |
| No filing history on record for this holder in this stock. | ||||||