Mowery & Schoenfeld Wealth Management, LLC
Position in HLT — Hilton Worldwide Holdings Inc.
CIK 2019946
LINCOLNSHIRE, IL
Position in HLT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$12,227
+$977 QoQ
Shares Held
37
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,172
of 1,283 holders
Holding Since
Dec 2024
7 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, 2026Mowery & Schoenfeld Wealth Management, LLC holds $24,456 across 2 Lodging names. HLT ranks #2 (50.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAR |
Marriott International Inc /Md/
|
33 | $12,229 | |
| 2 | HLT |
Hilton Worldwide Holdings Inc.
This page
|
37 | $12,227 |
All Filings in HLT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,227 | 37 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $11,250 | 37 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $10,628 | 37 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $9,599 | 37 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $11,452 | 43 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $9,784 | 43 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $10,627 | 43 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||