Intercontinental Wealth Advisors, LLC
- SEC CIK
- 0001709698
- Latest filing
- Jul 21, 2023
LKFN holding history
Lakeland Financial 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.
LKFN overviewAll 13F holders of LKFNFull Q2 2023 holdings
- Shares (Q2 2023)
- 8,843
- Value
- $429.1K
- % of portfolio
- 0.1%
- Quarters held
- 6
- Since Q1 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2023 | 8,843 | $429.1K | 0.1% | +46+0.5% | Added | Holders |
| Q1 2023 | 8,797 | $551.0K | 0.1% | −20−0.2% | Reduced | Holders |
| Q4 2022 | 8,817 | $643.4K | 0.2% | −435−4.7% | Reduced | Holders |
| Q3 2022 | 9,252 | $674.0K | 0.2% | +186+2.1% | Added | Holders |
| Q2 2022 | 9,066 | $602.0K | 0.2% | +49+0.5% | Added | Holders |
| Q1 2022 | 9,017 | $658.0K | 0.1% | +9,017 | New | Holders |