Position in WH
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,913,232
+$1,395,811 QoQ
Shares Held
58,345
+34.7% QoQ
Ownership
0.079%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#106
of 465 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WH Over Time
Shares Held
Position Value (USD)
Position in Lodging
Consumer Cyclical · as of Jun 30, 2026Focus Partners Wealth holds $44,641,075 across 4 Lodging names. WH ranks #3 (11.0% of the industry book) .
All Filings in WH
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,913,232 | 58,345 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,517,421 | 43,302 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,286,065 | 56,724 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,620,137 | 57,824 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,965,179 | 61,140 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,478,479 | 60,529 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $6,002,850 | 59,558 | Shares | Sole | 2025-05-20 | |
| 2024-09-30 | $4,626,903 | 59,213 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,064,154 | 54,921 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $4,123,086 | 53,721 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $3,842,713 | 47,789 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||