United Financial Planning Group LLC
Position in HLT — Hilton Worldwide Holdings Inc.
CIK 2088337
HAUPPAUGE, NY
Position in HLT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$8,922
+$712 QoQ
Shares Held
27
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,189
of 1,283 holders
Holding Since
Dec 2025
3 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, 2026United Financial Planning Group LLC holds $22,604 across 3 Lodging names. HLT ranks #1 (39.5% of the industry book) .
All Filings in HLT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,922 | 27 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $8,210 | 27 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,010 | 7 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||