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Intercontinental Wealth Advisors, LLC

SEC CIK
0001709698
Latest filing
Jul 21, 2023

T holding history

AT&T 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.

T overviewAll 13F holders of TFull Q2 2023 holdings

Shares (Q2 2023)
43,118
Value
$687.7K
% of portfolio
0.2%
Quarters held
10
Since Q1 2021
Holdings of T by Intercontinental Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202343,118$687.7K0.2%+3,303+8.3%AddedHolders
Q1 202339,815$766.4K0.2%+3,070+8.4%AddedHolders
Q4 202236,745$676.5K0.2%−4,841−11.6%ReducedHolders
Q3 202241,586$638.0K0.2%−2,515−5.7%ReducedHolders
Q2 202244,101$924.0K0.3%+8,921+25.4%AddedHolders
Q1 202235,180$831.0K0.2%−449−1.3%ReducedHolders
Q4 202135,629$876.0K0.2%−527−1.5%ReducedHolders
Q3 202136,156$977.0K0.2%−6,780−15.8%ReducedHolders
Q2 202142,936$1.24M0.2%−2,547−5.6%ReducedHolders
Q1 202145,483$1.38M0.3%––Holders

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