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Summit Financial, LLC

SEC CIK
0001765536
Latest filing
Aug 12, 2026

HLT holding history

Hilton Worldwide Holdings Inc. in every 13F filed by Summit Financial, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

HLT overviewAll 13F holders of HLTFull Q2 2026 holdings

Shares (Q2 2026)
2,399
Value
$792.8K
% of portfolio
<0.1%
Quarters held
7
Since Q4 2024
Holdings of HLT by Summit Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,399$792.8K<0.1%+79+3.4%AddedHolders
Q1 20262,320$705.5K<0.1%+1,168+101.4%AddedHolders
Q4 20251,152$330.9K<0.1%+76+7.1%AddedHolders
Q3 20251,076$279.2K<0.1%−35−3.2%ReducedHolders
Q2 20251,111$295.9K<0.1%+143+14.8%AddedHolders
Q1 2025968$220.3K<0.1%+40+4.3%AddedHolders
Q4 2024928$229.4K<0.1%+928NewHolders