KINGSWOOD WEALTH ADVISORS, LLC
Position in HLT — Hilton Worldwide Holdings Inc.
CIK 1987855
SAN DIEGO, CA
Position in HLT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$599,123
+$75,498 QoQ
Shares Held
1,813
+5.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#733
of 1,283 holders
Holding Since
Sep 2023
12 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, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $1,173,166 across 2 Lodging names. HLT ranks #1 (51.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HLT |
Hilton Worldwide Holdings Inc.
This page
|
1,813 | $599,123 | |
| 2 | MAR |
Marriott International Inc /Md/
|
1,549 | $574,043 |
All Filings in HLT
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $599,123 | 1,813 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $523,625 | 1,722 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $549,796 | 1,914 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $229,085 | 883 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $262,344 | 985 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $225,274 | 990 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $239,498 | 969 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $2,356,632 | 10,224 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $2,212,329 | 10,139 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $2,174,055 | 10,192 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,949,637 | 10,707 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $1,571,183 | 10,462 | Shares | Sole | 2023-10-24 | |
| No filing history on record for this holder in this stock. | ||||||