BALANCED WEALTH GROUP LLC
Position in MAR — Marriott International Inc /Md/
CIK 2009783
WESTLAKE, OH
Position in MAR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,199,229
+$124,477 QoQ
Shares Held
3,236
-1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.13%
of 13F equity value
Holder Rank
#784
of 1,737 holders
Holding Since
Dec 2023
11 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, 2026BALANCED WEALTH GROUP LLC holds $1,199,229 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
|
3,236 | $1,199,229 |
All Filings in MAR
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,199,229 | 3,236 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,074,752 | 3,286 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,056,056 | 3,404 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $886,537 | 3,404 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $930,006 | 3,404 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $839,178 | 3,523 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $982,705 | 3,523 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $884,767 | 3,559 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $860,459 | 3,559 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $897,971 | 3,559 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $801,011 | 3,552 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||