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Livermore
Livermore
ZHEN

Heritage Wealth Advisors

SEC CIK
0001591122
Latest filing
Aug 14, 2026

MAR holding history

Marriott International Inc in every 13F filed by Heritage Wealth Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MAR overviewAll 13F holders of MARFull Q2 2026 holdings

Shares (Q2 2026)
2,361
Value
$875.0K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of MAR by Heritage Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,361$875.0K<0.1%+470+24.9%AddedHolders
Q1 20261,891$618.5K<0.1%00.0%UnchangedHolders
Q4 20251,891$586.7K<0.1%00.0%UnchangedHolders
Q3 20251,891$492.5K<0.1%00.0%UnchangedHolders
Q2 20251,891$516.6K<0.1%00.0%UnchangedHolders
Q1 20251,891$450.4K<0.1%00.0%UnchangedHolders
Q4 20241,891$527.5K<0.1%00.0%UnchangedHolders
Q3 20241,891$470.1K<0.1%00.0%UnchangedHolders
Q2 20241,891$457.2K<0.1%00.0%UnchangedHolders
Q1 20241,891$477.1K<0.1%00.0%UnchangedHolders
Q4 20231,891$426.4K<0.1%00.0%UnchangedHolders
Q3 20231,891$371.7K<0.1%00.0%UnchangedHolders
Q2 20231,891$347.4K<0.1%00.0%UnchangedHolders
Q1 20231,891$314.0K<0.1%00.0%UnchangedHolders
Q4 20221,891$281.6K<0.1%−160−7.8%ReducedHolders
Q3 20222,051$287.4K<0.1%+160+8.5%AddedHolders
Q2 20221,891$257.0K<0.1%+1,625+610.9%AddedHolders
Q1 2022266$47.0K<0.1%−2,588−90.7%ReducedHolders
Q4 20212,854$472.0K<0.1%00.0%UnchangedHolders
Q3 20212,854$422.6K<0.1%00.0%UnchangedHolders
Q2 20212,854$389.6K<0.1%−400−12.3%ReducedHolders
Q1 20213,254$481.9K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.