Asset Planning,Inc MAR — Marriott International Inc Cl

Ownership history in Asset Planning,Inc  ·  6 quarters on record

AI Ownership Summary

Asset Planning,Inc reported Marriott International Inc Cl (MAR) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.41% in 2026 Q1. The latest visible filing shows MAR at 0.41% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MAR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Asset Planning,Inc's position in Marriott International Inc Cl, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MAR was reported at 0.41% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.41% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MAR stock page Asset Planning,Inc fund profile Asset Planning,Inc full holdings
How Asset Planning,Inc held MAR — position size vs. price
% of Fund (quarterly)    MAR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 1,770 — 0% 0.41% $579K 2026-04-23 $368.24
2025 Q4 UNCHANGED — — — 1,770 — 0% 0.39% $549K 2026-02-03 $317.81
2025 Q3 UNCHANGED — — — 1,770 — 0% 0.33% $461K 2025-10-23 $268.55
2025 Q2 UNCHANGED — — — 1,770 — 0% 0.36% $484K 2025-07-25 $277.21
2025 Q1 UNCHANGED — — — 1,770 — 0% 0.33% $422K 2025-05-08 $256.87
2024 Q4 INITIATED — — — 1,770 — — 0.38% $494K 2025-01-30 $289.15

🏢 Other funds also holding MAR

As of 2026 Q1 — sorted by position size

HARBOR INVESTMENT ADVISORY, LLC 3Y 13.74% Haven Capital Group, Inc. 3.05% Asset Advisors Investment Management, LLC 3Y 7Y 3.05% Atala Financial Inc 3.02% Stillwater Capital Advisors, LLC 3Y 7Y 2.78% ABNER HERRMAN & BROCK LLC 3Y 7Y 2.55% HERITAGE INVESTORS MANAGEMENT CORP 3Y 7Y 2.21% Dougherty & Associates, LLC 2.02% Cohen Capital Management, Inc. 3Y 7Y 1.99% TILIA FIDUCIARY PARTNERS, INC. 3Y 1.98%

FAQ About Asset Planning,Inc and MAR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Asset Planning,Inc reported owning MAR?

Asset Planning,Inc reported MAR across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported MAR position in Asset Planning,Inc's portfolio?

The largest reported portfolio weight for MAR was 0.41% in 2026 Q1.

What is the latest reported MAR position on this page?

The most recent filing on this page is 2026 Q1, when Asset Planning,Inc reported 1,770 shares, equal to 0.41% of portfolio, with an estimated market value of $579K.

What does the chart on this MAR ownership page compare?

The chart compares Asset Planning,Inc's quarterly MAR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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