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Intercontinental Wealth Advisors, LLC

SEC CIK
0001709698
Latest filing
Jul 21, 2023

TD holding history

Toronto Dominion Bank 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.

TD overviewAll 13F holders of TDFull Q2 2023 holdings

Shares (Q2 2023)
5,986
Value
$371.2K
% of portfolio
0.1%
Quarters held
10
Since Q1 2021
Holdings of TD by Intercontinental Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20235,986$371.2K0.1%−127−2.1%ReducedHolders
Q1 20236,113$366.2K0.1%−155−2.5%ReducedHolders
Q4 20226,268$405.9K0.1%−10−0.2%ReducedHolders
Q3 20226,278$385.0K0.1%00.0%UnchangedHolders
Q2 20226,278$412.0K0.1%00.0%UnchangedHolders
Q1 20226,278$499.0K0.1%−5−0.1%ReducedHolders
Q4 20216,283$482.0K0.1%−20−0.3%ReducedHolders
Q3 20216,303$417.0K0.1%−5,438−46.3%ReducedHolders
Q2 202111,741$822.0K0.2%−1,102−8.6%ReducedHolders
Q1 202112,843$837.0K0.2%––Holders

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