Avantax Planning Partners, Inc.
Position in MAR — Marriott International Inc /Md/
CIK 1005441
DUBUQUE, IA
Position in MAR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$238,289
+$27,983 QoQ
Shares Held
643
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,380
of 1,737 holders
Holding Since
Mar 2020
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MAR Over Time
Shares Held
Position Value (USD)
Position in Lodging
Consumer Cyclical · as of Jun 30, 2026Avantax Planning Partners, Inc. holds $238,289 across 1 Lodging name. MAR ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAR |
Marriott International Inc /Md/
This page
|
643 | $238,289 |
All Filings in MAR
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $238,289 | 643 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $210,306 | 643 | Shares | Sole | 2026-05-04 | |
| 2020-12-31 | $404,070 | 3,063 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $283,572 | 3,063 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $262,590 | 3,063 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $222,559 | 2,975 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||