SUMMIT WEALTH GROUP LLC / CO
Position in MAR — Marriott International Inc /Md/
CIK 2081278
COLORADO SPRINGS, CO
Position in MAR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$225,689
New position
Shares Held
609
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,401
of 1,737 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 2%
Shared 0%
None 98%
Position in Lodging
Consumer Cyclical · as of Jun 30, 2026SUMMIT WEALTH GROUP LLC / CO holds $225,689 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
|
609 | $225,689 |
All Filings in MAR
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1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $225,689 | 609 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||