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Intercontinental Wealth Advisors, LLC

SEC CIK
0001709698
Latest filing
Jul 21, 2023

META holding history

Meta Platforms, 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.

META overviewAll 13F holders of METAFull Q2 2023 holdings

Shares (Q2 2023)
15,016
Value
$4.31M
% of portfolio
1.0%
Quarters held
10
Since Q1 2021
Holdings of META by Intercontinental Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202315,016$4.31M1.0%−5,918−28.3%ReducedHolders
Q1 202320,934$4.44M1.1%−3,069−12.8%ReducedHolders
Q4 202224,003$2.89M0.9%+8,541+55.2%AddedHolders
Q3 202215,462$2.10M0.7%+2,033+15.1%AddedHolders
Q2 202213,429$2.17M0.6%+623+4.9%AddedHolders
Q1 202212,806$2.85M0.6%+2,887+29.1%AddedHolders
Q4 20219,919$3.34M0.7%+520+5.5%AddedHolders
Q3 20219,399$3.19M0.7%+499+5.6%AddedHolders
Q2 20218,900$3.10M0.6%+696+8.5%AddedHolders
Q1 20218,204$2.42M0.5%––Holders

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