Wescott Financial Advisory Group, LLC

Position in MAR — Marriott International Inc /Md/

CIK 1864880 Philadelphia, PA

Position in MAR

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$1,921,138

+$181,126 QoQ

Shares Held

5,184

-2.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.64%

of 13F equity value

Holder Rank

#639

of 1,737 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Consumer Cyclical · as of Jun 30, 2026

Wescott Financial Advisory Group, LLC holds $1,921,138 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	5,184	$1,921,138

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,921,138	5,184	-2.6%	Shares	Sole	2026-08-04
2026-03-31	$1,740,012	5,320	+0.0%	Shares	Sole	2026-05-12
2025-12-31	$1,649,856	5,318	+0.7%	Shares	Sole	2026-02-12
2025-09-30	$1,374,862	5,279	+0.5%	Shares	Sole	2025-11-05
2025-06-30	$1,435,172	5,253	+0.4%	Shares	Sole	2025-08-11
2025-03-31	$1,246,262	5,232	-5.8%	Shares	Sole	2025-05-14
2024-12-31	$1,549,232	5,554	+0.6%	Shares	Sole	2025-02-12
2024-09-30	$1,372,023	5,519	-0.2%	Shares	Sole	2024-11-12
2024-06-30	$1,336,504	5,528	+0.1%	Shares	Sole	2024-08-14
2024-03-31	$1,393,508	5,523	-4.7%	Shares	Sole	2024-05-13
2023-12-31	$1,306,604	5,794	-0.4%	Shares	Sole	2024-02-13
2023-09-30	$1,143,979	5,820	+0.4%	Shares	Sole	2023-11-09
2023-06-30	$1,064,299	5,794	0.0%	Shares	Sole	2023-08-11
2023-03-31	$962,035	5,794	-4.9%	Shares	Sole	2023-05-10
2022-12-31	$907,037	6,092	0.0%	Shares	Sole	2023-02-06
2022-09-30	$853,732	6,092	+0.1%	Shares	Sole	2022-11-14
2022-06-30	$827,756	6,086	0.0%	Shares	Sole	2022-07-28
2022-03-31	$1,069,614	6,086	—	Shares	Sole	2022-05-16
No filing history on record for this holder in this stock.