Summit Wealth Partners, LLC
Position in MAR — Marriott International Inc /Md/
CIK 2033312
Orlando, FL
Position in MAR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$907,945
+$106,624 QoQ
Shares Held
2,450
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#865
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, 2026Summit Wealth Partners, LLC holds $907,945 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
|
2,450 | $907,945 |
All Filings in MAR
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $907,945 | 2,450 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $801,321 | 2,450 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $310,240 | 1,000 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $260,440 | 1,000 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $273,210 | 1,000 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $238,200 | 1,000 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $278,940 | 1,000 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $248,600 | 1,000 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $241,770 | 1,000 | Shares | Sole | 2024-09-11 | |
| 2024-03-31 | $252,310 | 1,000 | Shares | Sole | 2024-09-11 | |
| 2023-12-31 | $225,510 | 1,000 | Shares | Sole | 2024-09-11 | |
| No filing history on record for this holder in this stock. | ||||||