Position in MAR
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$396,160
+$45,214 QoQ
Shares Held
1,069
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,163
of 1,737 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 11%
Shared 15%
None 74%
Common Shares in MAR Over Time
Shares Held
Position Value (USD)
Position in Lodging
Consumer Cyclical · as of Jun 30, 2026GeoWealth Management, LLC holds $935,251 across 3 Lodging names. MAR ranks #1 (42.4% of the industry book) .
All Filings in MAR
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $396,160 | 1,069 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $350,946 | 1,073 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $282,318 | 910 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $213,300 | 819 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $200,536 | 734 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $174,838 | 734 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $497,628 | 1,784 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $505,901 | 2,035 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $524,640 | 2,170 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $472,576 | 1,873 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $133,050 | 590 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $20,638 | 105 | Shares | Other | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||