Dogwood Wealth Management LLC
Position in HLT — Hilton Worldwide Holdings Inc.
CIK 2056922
LENEXA, KS
Position in HLT
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$21,479
+$7,796 QoQ
Shares Held
65
+44.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,136
of 1,283 holders
Holding Since
Dec 2023
10 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, 2026Dogwood Wealth Management LLC holds $52,002 across 3 Lodging names. HLT ranks #2 (41.3% of the industry book) .
All Filings in HLT
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,479 | 65 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $13,683 | 45 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $7,181 | 25 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $4,929 | 19 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,794 | 18 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $2,047 | 9 | Shares | Sole | 2025-04-30 | |
| 2024-09-30 | $8 | 0 | Shares | Sole | 2025-02-28 | |
| 2024-06-30 | $11,346 | 52 | Shares | Sole | 2025-03-04 | |
| 2024-03-31 | $7 | 0 | Shares | Sole | 2025-02-28 | |
| 2023-12-31 | $9 | 0 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||