Intercontinental Wealth Advisors, LLC

SEC CIK: 0001709698
Latest filing: Jul 21, 2023

SEC filings (opens in a new tab)

CRM holding history

Salesforce, 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.

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

Shares (Q2 2023): 1,286
Value: $271.7K
% of portfolio: 0.1%
Quarters held: 3; Since Q1 2021

Holdings of CRM by Intercontinental Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2023	1,286	$271.7K	0.1%	−1,457−53.1%	Reduced	Holders
Q1 2023	2,743	$548.0K	0.1%	+2,743	New	Holders
Q2 2021	0	$0	0.0%	−999−100.0%	Sold out	Holders
Q1 2021	999	$212.0K	<0.1%	–	–	Holders

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