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Livermore
Livermore
ZHEN

Consilium Wealth Advisory, LLC

SEC CIK
0001904906
Latest filing
Aug 10, 2026

MAR holding history

Marriott International Inc in every 13F filed by Consilium Wealth Advisory, LLC, 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)
1,221
Value
$452.6K
% of portfolio
0.1%
Quarters held
19
Since Q4 2021
Holdings of MAR by Consilium Wealth Advisory, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,221$452.6K0.1%00.0%UnchangedHolders
Q1 20261,221$399.4K0.1%00.0%UnchangedHolders
Q4 20251,221$378.7K0.1%+1+0.1%AddedHolders
Q3 20251,220$317.8K0.1%00.0%UnchangedHolders
Q2 20251,220$333.3K0.1%00.0%UnchangedHolders
Q1 20251,220$290.6K0.1%+20+1.7%AddedHolders
Q4 20241,200$334.7K0.2%00.0%UnchangedHolders
Q3 20241,200$298.3K0.2%−11−0.9%ReducedHolders
Q2 20241,211$292.8K0.2%00.0%UnchangedHolders
Q1 20241,211$305.6K0.2%00.0%UnchangedHolders
Q4 20231,211$273.1K0.2%00.0%UnchangedHolders
Q3 20231,211$238.0K0.2%00.0%UnchangedHolders
Q2 20231,211$222.4K0.2%−18−1.5%ReducedHolders
Q1 20231,229$204.1K0.2%−850−40.9%ReducedHolders
Q4 20222,079$309.5K0.3%00.0%UnchangedHolders
Q3 20222,079$291.0K0.3%−43−2.0%ReducedHolders
Q2 20222,122$289.0K0.3%00.0%UnchangedHolders
Q1 20222,122$373.0K0.3%−3−0.1%ReducedHolders
Q4 20212,125$351.0K0.2%–No prior filingHolders