Skip to main content

Intercontinental Wealth Advisors, LLC

SEC CIK
0001709698
Latest filing
Jul 21, 2023

BMI holding history

Badger Meter Inc 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.

BMI overviewAll 13F holders of BMIFull Q2 2023 holdings

Shares (Q2 2023)
6,017
Value
$887.9K
% of portfolio
0.2%
Quarters held
10
Since Q1 2021
Holdings of BMI by Intercontinental Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20236,017$887.9K0.2%+211+3.6%AddedHolders
Q1 20235,806$707.3K0.2%−9−0.2%ReducedHolders
Q4 20225,815$634.0K0.2%−289−4.7%ReducedHolders
Q3 20226,104$564.0K0.2%−91−1.5%ReducedHolders
Q2 20226,195$501.0K0.1%−42−0.7%ReducedHolders
Q1 20226,237$622.0K0.1%−161−2.5%ReducedHolders
Q4 20216,398$682.0K0.1%−72−1.1%ReducedHolders
Q3 20216,470$654.0K0.2%−264−3.9%ReducedHolders
Q2 20216,734$661.0K0.1%+69+1.0%AddedHolders
Q1 20216,665$620.0K0.1%––Holders

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