KFA Private Wealth Group, LLC MAR — MARRIOTT INTL INC NEW

Ownership history in KFA Private Wealth Group, LLC  ·  6 quarters on record

AI Ownership Summary

KFA Private Wealth Group, LLC reported MARRIOTT INTL INC NEW (MAR) in 6 quarterly 13F filings from 2025 Q2 through 2026 Q3. Peak portfolio weight reached 0.18% in 2026 Q2. The latest visible filing shows MAR at 0.16% 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 KFA Private Wealth Group, LLC's position in MARRIOTT INTL INC NEW, 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 Q3

MAR was reported at 0.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.18% in 2026 Q2

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

Time in book
Holding Window
2025 Q2 to 2026 Q3

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 KFA Private Wealth Group, LLC fund profile KFA Private Wealth Group, LLC full holdings
How KFA Private Wealth Group, LLC 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 Q3 ADDED — — — 1,968 +3 +0.2% 0.16% $700K 2026-10-07 $356.50
2026 Q2 UNCHANGED — — — 1,965 — 0% 0.18% $728K 2026-07-28 $382.74
2026 Q1 UNCHANGED — — — 1,965 — 0% 0.15% $643K 2026-04-20 $377.21
2025 Q4 ADDED — — — 1,965 +515 +35.5% 0.15% $610K 2026-01-07 $317.37
2025 Q3 UNCHANGED — — — 1,450 — 0% 0.11% $378K 2025-10-03 $265.36
2025 Q2 INITIATED — — — 1,450 — — 0.12% $396K 2025-07-24 $269.94

🏢 Other funds also holding MAR

As of 2026 Q3 — sorted by position size

Westwind Capital 3Y 7Y 1.9% TILIA FIDUCIARY PARTNERS, INC. 3Y 1.87% Lincoln Capital LLC 3Y 7Y 1.61% VISTA INVESTMENT PARTNERS LLC 1.18% Morrissey Wealth Management, LLC 1.15% AMERICAN NATIONAL BANK & TRUST 3Y 7Y 1.08% Polaris Financial Partners 1.0% Border to Coast Pensions Partnership Ltd 3Y 0.79% HF Advisory Group, LLC 3Y 0.6% Dorato Capital Management 0.5%

FAQ About KFA Private Wealth Group, LLC and MAR

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

How long has KFA Private Wealth Group, LLC reported owning MAR?

KFA Private Wealth Group, LLC reported MAR across 6 quarterly 13F filings, from 2025 Q2 through 2026 Q3.

What was the largest reported MAR position in KFA Private Wealth Group, LLC's portfolio?

The largest reported portfolio weight for MAR was 0.18% in 2026 Q2.

What is the latest reported MAR position on this page?

The most recent filing on this page is 2026 Q3, when KFA Private Wealth Group, LLC reported 1,968 shares, equal to 0.16% of portfolio, with an estimated market value of $700K.

What does the chart on this MAR ownership page compare?

The chart compares KFA Private Wealth Group, LLC'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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