Position in MAR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$419,137
+$49,221 QoQ
Shares Held
1,131
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,136
of 1,737 holders
Holding Since
Dec 2020
22 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, 2026Concord Wealth Partners holds $454,496 across 2 Lodging names. MAR ranks #1 (92.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAR |
Marriott International Inc /Md/
This page
|
1,131 | $419,137 | |
| 2 | HLT |
Hilton Worldwide Holdings Inc.
|
107 | $35,359 |
All Filings in MAR
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $419,137 | 1,131 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $369,916 | 1,131 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $350,881 | 1,131 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $294,557 | 1,131 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $309,000 | 1,131 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $269,404 | 1,131 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $315,481 | 1,131 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $281,166 | 1,131 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $273,441 | 1,131 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $285,362 | 1,131 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $255,051 | 1,131 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $222,309 | 1,131 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $207,753 | 1,131 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $187,791 | 1,131 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $183,283 | 1,231 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $167,428 | 1,231 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $216,348 | 1,231 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $208,698 | 1,263 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $167,489 | 1,131 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $154,404 | 1,131 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $167,512 | 1,131 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $149,201 | 1,131 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||