Position in HTHT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$54,860
-$65,579 QoQ
Shares Held
1,315
-45.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#212
of 253 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HTHT Over Time
Shares Held
Position Value (USD)
Position in Lodging
Consumer Cyclical · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $1,344,671 across 9 Lodging names. HTHT ranks #5 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HLT |
Hilton Worldwide Holdings Inc.
|
1,762 | $582,264 | |
| 2 | MAR |
Marriott International Inc /Md/
|
1,137 | $421,356 | |
| 3 | IHG |
Intercontinental Hotels Group PLC /New/
|
727 | $125,854 | |
| 4 | WH |
Wyndham Hotels & Resorts, Inc.
|
1,198 | $100,880 | |
| 5 | HTHT |
H World Group Ltd
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|
1,315 | $54,860 | |
| 6 | CHH |
Choice Hotels International Inc /De
|
273 | $30,100 | |
| 7 | ATAT |
Atour Lifestyle Holdings Ltd
|
497 | $15,803 | |
| 8 | H |
Hyatt Hotels Corp
|
63 | $12,210 |
All Filings in HTHT
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $54,860 | 1,315 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $120,439 | 2,395 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $71,655 | 1,523 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $57,217 | 1,463 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $49,183 | 1,450 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $29,644 | 801 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $23,846 | 722 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $19,640 | 528 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $14,926 | 448 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $21,517 | 556 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $5,115 | 153 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $630 | 16 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $620 | 16 | Shares | Sole | 2023-08-04 | |
| No filing history on record for this holder in this stock. | ||||||