Position in MAR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$789,356
+$148,953 QoQ
Shares Held
2,130
+8.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#915
of 1,737 holders
Holding Since
Mar 2024
7 quarters on record
Common Shares in MAR Over Time
Shares Held
Position Value (USD)
Position in Lodging
Consumer Cyclical · as of Jun 30, 2026Simplicity Wealth,LLC holds $1,172,028 across 2 Lodging names. MAR ranks #1 (67.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAR |
Marriott International Inc /Md/
This page
|
2,130 | $789,356 | |
| 2 | HLT |
Hilton Worldwide Holdings Inc.
|
1,158 | $382,672 |
All Filings in MAR
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $789,356 | 2,130 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $640,403 | 1,958 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $549,124 | 1,770 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $301,849 | 1,159 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $503,799 | 1,844 | Shares | Sole | 2025-07-22 | |
| 2024-06-30 | $1,287,667 | 5,326 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $1,364,744 | 5,409 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||