Position in MAR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$874,962
+$256,473 QoQ
Shares Held
2,361
+24.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#879
of 1,737 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in MAR Over Time
Shares Held
Position Value (USD)
Position in Lodging
Consumer Cyclical · as of Jun 30, 2026Heritage Wealth Advisors holds $884,214 across 2 Lodging names. MAR ranks #1 (99.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAR |
Marriott International Inc /Md/
This page
|
2,361 | $874,962 | |
| 2 | HLT |
Hilton Worldwide Holdings Inc.
|
28 | $9,252 |
All Filings in MAR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $874,962 | 2,361 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $618,489 | 1,891 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $586,663 | 1,891 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $492,492 | 1,891 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $516,640 | 1,891 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $450,436 | 1,891 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $527,475 | 1,891 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $470,102 | 1,891 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $457,187 | 1,891 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $477,118 | 1,891 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $426,439 | 1,891 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $371,694 | 1,891 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $347,357 | 1,891 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $313,981 | 1,891 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $281,550 | 1,891 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $287,427 | 2,051 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $257,194 | 1,891 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $46,749 | 266 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $471,594 | 2,854 | Shares | Sole | 2022-03-28 | |
| 2021-09-30 | $422,648 | 2,854 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $389,628 | 2,854 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $481,949 | 3,254 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $429,267 | 3,254 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $37,032 | 400 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $34,292 | 400 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $29,924 | 400 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||