True Wealth Design, LLC
Position in IHG — Intercontinental Hotels Group PLC /New/
CIK 1966033
AKRON, OH
Position in IHG
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$8,829
+$2,023 QoQ
Shares Held
51
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#256
of 315 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IHG Over Time
Shares Held
Position Value (USD)
Position in Lodging
Consumer Cyclical · as of Jun 30, 2026True Wealth Design, LLC holds $206,838 across 7 Lodging names. IHG ranks #4 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HLT |
Hilton Worldwide Holdings Inc.
|
495 | $163,577 | |
| 2 | MAR |
Marriott International Inc /Md/
|
32 | $11,858 | |
| 3 | WH |
Wyndham Hotels & Resorts, Inc.
|
135 | $11,368 | |
| 4 | IHG |
Intercontinental Hotels Group PLC /New/
This page
|
51 | $8,829 | |
| 5 | CHH |
Choice Hotels International Inc /De
|
55 | $6,064 | |
| 6 | H |
Hyatt Hotels Corp
|
19 | $3,682 | |
| 7 | HTHT |
H World Group Ltd
|
35 | $1,460 |
All Filings in IHG
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,829 | 51 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $6,806 | 51 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $12,533 | 89 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $9,337 | 77 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,038 | 9 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,095 | 10 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,249 | 10 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $994 | 9 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $953 | 9 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $739 | 7 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $364 | 4 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $299 | 4 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $281 | 4 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $266 | 4 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $233 | 4 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||