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Root Financial Partners, LLC

Position in HLT — Hilton Worldwide Holdings Inc.

CIK 1977181 ENCINITAS, CA

Position in HLT

as of Jun 30, 2026 · filed Jul 29, 2026
Position Value
$224,382
+$95,453 QoQ
Shares Held
679
+60.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#995
of 1,283 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in HLT Over Time

Shares Held

Position Value (USD)

Position in Lodging

Consumer Cyclical · as of Jun 30, 2026

Root Financial Partners, LLC holds $224,382 across 1 Lodging name. HLT ranks #1 (100.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 HLT
Hilton Worldwide Holdings Inc.
This page
679 $224,382

All Filings in HLT

Export CSV
4 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $224,382 679
2026-03-31 $128,929 424
2025-12-31 $121,794 424
2025-09-30 $92,360 356