Institute for Wealth Management, LLC.
Position in MAR — Marriott International Inc /Md/
CIK 1533954
DENVER, CO
Position in MAR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,637,266
+$130,128 QoQ
Shares Held
4,418
-4.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#687
of 1,737 holders
Holding Since
Mar 2020
26 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, 2026Institute for Wealth Management, LLC. holds $4,558,535 across 6 Lodging names. MAR ranks #2 (35.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | H |
Hyatt Hotels Corp
|
9,969 | $1,932,390 | |
| 2 | MAR |
Marriott International Inc /Md/
This page
|
4,418 | $1,637,266 | |
| 3 | HLT |
Hilton Worldwide Holdings Inc.
|
1,749 | $577,974 | |
| 4 | CHH |
Choice Hotels International Inc /De
|
3,511 | $387,157 | |
| 5 | WH |
Wyndham Hotels & Resorts, Inc.
|
282 | $23,747 | |
| 6 | IHG |
Intercontinental Hotels Group PLC /New/
|
0 | $1 |
All Filings in MAR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,637,266 | 4,418 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,507,138 | 4,608 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,445,097 | 4,658 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,270,165 | 4,877 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,389,546 | 5,086 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,213,152 | 5,093 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,398,047 | 5,012 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,280,787 | 5,152 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,275,336 | 5,275 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,331,187 | 5,276 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,199,036 | 5,317 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,055,134 | 5,368 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $986,047 | 5,368 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $897,612 | 5,406 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $806,388 | 5,416 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $766,285 | 5,468 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $765,464 | 5,628 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $997,381 | 5,675 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $939,389 | 5,685 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $844,853 | 5,705 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $768,471 | 5,629 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $833,711 | 5,629 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $761,442 | 5,772 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $535,667 | 5,786 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $876,932 | 10,229 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $739,347 | 9,883 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||