Position in WH
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$757,637
+$219,732 QoQ
Shares Held
8,997
+35.9% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#210
of 465 holders
Holding Since
Dec 2024
7 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, 2026HB Wealth Management, LLC holds $9,758,823 across 5 Lodging names. WH ranks #3 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAR |
Marriott International Inc /Md/
|
12,377 | $4,586,792 | |
| 2 | HLT |
Hilton Worldwide Holdings Inc.
|
11,330 | $3,744,111 | |
| 3 | WH |
Wyndham Hotels & Resorts, Inc.
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|
8,997 | $757,637 | |
| 4 | IHG |
Intercontinental Hotels Group PLC /New/
|
2,274 | $393,674 | |
| 5 | H |
Hyatt Hotels Corp
|
1,427 | $276,609 |
All Filings in WH
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $757,637 | 8,997 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $537,905 | 6,622 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $430,163 | 5,693 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $279,729 | 3,501 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $275,383 | 3,391 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $347,467 | 3,839 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $319,201 | 3,167 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||