HLT β€” HILTON WORLDWIDE HLDGS INC COM

Ownership history in Bison Wealth, LLC  Β·  9 quarters on record

AI Ownership Summary

Bison Wealth, LLC reported HILTON WORLDWIDE HLDGS INC COM (HLT) in 9 quarterly 13F filings from 2023 Q3 through 2024 Q3. Peak portfolio weight reached 0.21% in 2024 Q3. The latest visible filing shows HLT at 0.21% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this HLT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bison Wealth, LLC's position in HILTON WORLDWIDE HLDGS INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q3

HLT was reported at 0.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.21% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2024 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Bison Wealth, LLC held HLT β€” position size vs. price
% of Fund (quarterly)    HLT price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q3 ADDED 5,720 +108 +1.9% 0.21% $1.3M 2024-11-05 $234.86
2024 Q2 UNCHANGED 5,612 β€” 0% 0.19% $1.2M 2024-07-31 $213.80
2024 Q1 REDUCED 5,612 -560 -9.1% 0.19% $1.2M 2024-05-10 $207.09
2023 Q4 ADDED 6,172 +179 +3.0% 0.20% $1.1M 2024-01-30 $193.11
2023 Q3 REDUCED 5,993 -27 -0.4% 0.17% $900K 2023-11-13 $161.63
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Bison Wealth, LLC and HLT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bison Wealth, LLC reported owning HLT?

Bison Wealth, LLC reported HLT across 5 quarterly 13F filings, from 2023 Q3 through 2024 Q3.

What was the largest reported HLT position in Bison Wealth, LLC's portfolio?

The largest reported portfolio weight for HLT was 0.21% in 2024 Q3.

What is the latest reported HLT position on this page?

The most recent filing on this page is 2024 Q3, when Bison Wealth, LLC reported 5,720 shares, equal to 0.21% of portfolio, with an estimated market value of $1.3M.

What does the chart on this HLT ownership page compare?

The chart compares Bison Wealth, LLC's quarterly HLT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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