Position in HLT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,456,667
-$122,116 QoQ
Shares Held
4,408
-15.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.84%
of 13F equity value
Holder Rank
#584
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, 2026Athena Wealth Management, LLC holds $1,842,724 across 2 Lodging names. HLT ranks #1 (79.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HLT |
Hilton Worldwide Holdings Inc.
This page
|
4,408 | $1,456,667 | |
| 2 | IHG |
Intercontinental Hotels Group PLC /New/
|
2,230 | $386,057 |
All Filings in HLT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,456,667 | 4,408 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,578,783 | 5,192 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $787,065 | 2,740 | Shares | Sole | 2026-04-17 | |
| No filing history on record for this holder in this stock. | ||||||