SUMMIT WEALTH & RETIREMENT PLANNING, INC.
PensionPosition in MAR — Marriott International Inc /Md/
CIK 1766995
EAGLE, ID
Position in MAR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$522,531
+$15,573 QoQ
Shares Held
1,410
-9.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#1,059
of 1,737 holders
Holding Since
Jun 2025
5 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, 2026SUMMIT WEALTH & RETIREMENT PLANNING, INC. holds $522,531 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
|
1,410 | $522,531 |
All Filings in MAR
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $522,531 | 1,410 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $506,958 | 1,550 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $352,122 | 1,135 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $295,599 | 1,135 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $310,093 | 1,135 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||