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PBMares Wealth Management LLC

SEC CIK
0001801682
Latest filing
Oct 27, 2025

HLT holding history

Hilton Worldwide Holdings Inc. in every 13F filed by PBMares Wealth Management 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 Q3 2025 holdings

Shares (Q3 2025)
19,285
Value
$5.00M
% of portfolio
0.8%
Quarters held
11
Since Q1 2023
Holdings of HLT by PBMares Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202519,285$5.00M0.8%−2,600−11.9%ReducedHolders
Q2 202521,885$5.83M1.1%00.0%UnchangedHolders
Q1 202521,885$4.98M1.0%−4,975−18.5%ReducedHolders
Q4 202426,860$6.64M1.4%−200−0.7%ReducedHolders
Q3 202427,060$6.24M1.3%+23+0.1%AddedHolders
Q2 202427,037$5.90M1.4%−4,172−13.4%ReducedHolders
Q1 202431,209$6.66M1.7%00.0%UnchangedHolders
Q4 202331,209$5.68M1.7%−200−0.6%ReducedHolders
Q3 202331,409$4.72M1.7%−650−2.0%ReducedHolders
Q2 202332,059$4.67M1.7%−5,550−14.8%ReducedHolders
Q1 202337,609$5.30M2.0%+37,609NewHolders