Ascentis Wealth Management, LLC
Position in MAR — Marriott International Inc /Md/
CIK 2032602
DALLAS, TX
Position in MAR
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$62,629
+$7,355 QoQ
Shares Held
169
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,544
of 1,737 holders
Holding Since
Sep 2024
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MAR Over Time
Shares Held
Position Value (USD)
Position in Lodging
Consumer Cyclical · as of Jun 30, 2026Ascentis Wealth Management, LLC holds $121,442 across 2 Lodging names. MAR ranks #1 (51.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAR |
Marriott International Inc /Md/
This page
|
169 | $62,629 | |
| 2 | HLT |
Hilton Worldwide Holdings Inc.
|
178 | $58,813 |
All Filings in MAR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $62,629 | 169 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $55,274 | 169 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $52,430 | 169 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $44,014 | 169 | Shares | Sole | 2025-10-24 | |
| 2024-09-30 | $8,949 | 36 | Shares | Sole | 2024-10-11 | |
| No filing history on record for this holder in this stock. | ||||||