Skip to main content

Intercontinental Wealth Advisors, LLC

SEC CIK
0001709698
Latest filing
Jul 21, 2023

IBOC holding history

International Bancshares 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.

IBOC overviewAll 13F holders of IBOCFull Q2 2023 holdings

Shares (Q2 2023)
5,964
Value
$263.6K
% of portfolio
0.1%
Quarters held
10
Since Q1 2021
Holdings of IBOC by Intercontinental Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20235,964$263.6K0.1%−10.0%ReducedHolders
Q1 20235,965$255.4K0.1%+10.0%AddedHolders
Q4 20225,964$272.9K0.1%+20.0%AddedHolders
Q3 20225,962$253.0K0.1%+3+0.1%AddedHolders
Q2 20225,959$239.0K0.1%00.0%UnchangedHolders
Q1 20225,959$252.0K0.1%00.0%UnchangedHolders
Q4 20215,959$253.0K0.1%00.0%UnchangedHolders
Q3 20215,959$248.0K0.1%00.0%UnchangedHolders
Q2 20215,959$256.0K0.1%00.0%UnchangedHolders
Q1 20215,959$277.0K0.1%––Holders

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