Total Wealth Planning & Management, Inc.
Position in MAR — Marriott International Inc /Md/
CIK 2058383
Ponte Vedra Beach, FL
Position in MAR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$336,866
+$39,560 QoQ
Shares Held
909
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,221
of 1,737 holders
Holding Since
Dec 2024
6 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, 2026Total Wealth Planning & Management, Inc. holds $336,866 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
|
909 | $336,866 |
All Filings in MAR
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $336,866 | 909 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $297,306 | 909 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $282,008 | 909 | Shares | Sole | 2026-02-11 | |
| 2025-06-30 | $248,347 | 909 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $216,523 | 909 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $253,556 | 909 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||