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Intercontinental Wealth Advisors, LLC

SEC CIK
0001709698
Latest filing
Jul 21, 2023

LNC holding history

Lincoln National 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.

LNC overviewAll 13F holders of LNCFull Q2 2023 holdings

Shares (Q4 2022)
0
Sold out in Q4 2022
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q3 2021
Holdings of LNC by Intercontinental Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20220$00.0%−5,377−100.0%Sold outHolders
Q3 20225,377$236.0K0.1%+65+1.2%AddedHolders
Q2 20225,312$248.0K0.1%00.0%UnchangedHolders
Q1 20225,312$347.0K0.1%00.0%UnchangedHolders
Q4 20215,312$363.0K0.1%−71−1.3%ReducedHolders
Q3 20215,383$370.0K0.1%+5,383NewHolders