EverSource Wealth Advisors, LLC
Position in IHG — Intercontinental Hotels Group PLC /New/
CIK 1710537
BIRMINGHAM, AL
Position in IHG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$125,854
-$72,195 QoQ
Shares Held
727
-51.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#215
of 317 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IHG 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. IHG ranks #3 (9.4% 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/
This page
|
727 | $125,854 | |
| 4 | WH |
Wyndham Hotels & Resorts, Inc.
|
1,198 | $100,880 | |
| 5 | HTHT |
H World Group Ltd
|
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 IHG
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $125,854 | 727 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $198,049 | 1,484 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $204,905 | 1,455 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $152,299 | 1,256 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $107,610 | 933 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $65,423 | 597 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $63,333 | 507 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $51,707 | 468 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $50,008 | 472 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $51,138 | 484 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $26,715 | 293 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $25,340 | 339 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $23,882 | 339 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $22,577 | 339 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $23,102 | 396 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $13,367 | 275 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $9,296 | 172 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $11,836 | 172 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $6,455 | 99 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||