Position in MAR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,431,572
+$268,852 QoQ
Shares Held
3,863
+8.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#729
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, 2026AE Wealth Management LLC holds $2,870,382 across 2 Lodging names. MAR ranks #2 (49.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HLT |
Hilton Worldwide Holdings Inc.
|
4,354 | $1,438,810 | |
| 2 | MAR |
Marriott International Inc /Md/
This page
|
3,863 | $1,431,572 |
All Filings in MAR
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,431,572 | 3,863 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $1,162,720 | 3,555 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,126,469 | 3,631 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $536,492 | 2,060 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $443,138 | 1,622 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $376,828 | 1,582 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $2,688,695 | 9,639 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $2,362,194 | 9,502 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $2,387,958 | 9,877 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $2,483,484 | 9,843 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $9,017,017 | 39,985 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $7,636,356 | 38,850 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $6,356,225 | 34,603 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $6,815,277 | 41,046 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $5,483,320 | 36,828 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $4,032,388 | 28,774 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $3,798,487 | 27,928 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $5,188,315 | 29,521 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $5,294,785 | 32,043 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $4,817,811 | 32,533 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $5,009,191 | 36,692 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $5,651,433 | 38,157 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $3,835,442 | 29,074 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $2,304,131 | 24,888 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $3,130,002 | 36,510 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,983,736 | 26,517 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||