Position in HLT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,148,017
+$164,623 QoQ
Shares Held
3,474
+7.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#614
of 1,283 holders
Holding Since
Mar 2024
10 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, 2026Compound Planning, Inc. holds $3,596,547 across 5 Lodging names. HLT ranks #2 (31.9% of the industry book) .
All Filings in HLT
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,148,017 | 3,474 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $983,394 | 3,234 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $757,477 | 2,637 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $501,756 | 1,934 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $450,380 | 1,691 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $374,774 | 1,647 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $412,015 | 1,667 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $309,100 | 1,341 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $275,586 | 1,263 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $242,960 | 1,139 | Shares | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||