Skip to main content

Intercontinental Wealth Advisors, LLC

SEC CIK
0001709698
Latest filing
Jul 21, 2023

MKL holding history

Markel Group 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.

MKL overviewAll 13F holders of MKLFull Q2 2023 holdings

Shares (Q2 2023)
539
Value
$745.5K
% of portfolio
0.2%
Quarters held
3
Since Q4 2022
Holdings of MKL by Intercontinental Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2023539$745.5K0.2%00.0%UnchangedHolders
Q1 2023539$688.5K0.2%+2+0.4%AddedHolders
Q4 2022537$707.5K0.2%+537NewHolders