Intercontinental Wealth Advisors, LLC

SEC CIK: 0001709698
Latest filing: Jul 21, 2023

SEC filings (opens in a new tab)

ARCC holding history

Ares Capital Corp in every 13F filed by Intercontinental Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ARCC overview All 13F holders of ARCC Full Q2 2023 holdings

Shares (Q2 2023): 80,525
Value: $1.51M
% of portfolio: 0.4%
Quarters held: 2; Since Q1 2023

Holdings of ARCC by Intercontinental Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2023	80,525	$1.51M	0.4%	−10,244−11.3%	Reduced	Holders
Q1 2023	90,769	$1.66M	0.4%	+90,769	New	Holders