Intercontinental Wealth Advisors, LLC
- SEC CIK
- 0001709698
- Latest filing
- Jul 21, 2023
SWIM holding history
Latham 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.
SWIM overviewAll 13F holders of SWIMFull Q2 2023 holdings
- Shares (Q2 2023)
- 52,031
- Value
- $193.0K
- % of portfolio
- <0.1%
- Quarters held
- 9
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2023 | 52,031 | $193.0K | <0.1% | +282+0.5% | Added | Holders |
| Q1 2023 | 51,749 | $148.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2022 | 51,749 | $166.6K | <0.1% | −2,521−4.6% | Reduced | Holders |
| Q3 2022 | 54,270 | $195.0K | 0.1% | +986+1.9% | Added | Holders |
| Q2 2022 | 53,284 | $369.0K | 0.1% | +140+0.3% | Added | Holders |
| Q1 2022 | 53,144 | $704.0K | 0.2% | −36−0.1% | Reduced | Holders |
| Q4 2021 | 53,180 | $1.33M | 0.3% | −118−0.2% | Reduced | Holders |
| Q3 2021 | 53,298 | $874.0K | 0.2% | +25,912+94.6% | Added | Holders |
| Q2 2021 | 27,386 | $875.0K | 0.2% | +27,386 | New | Holders |