Current Market Value 418,865,734
Current Holdings 304
Most Recent File Date 2023-07-21
Total Filings on Record 34
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Intercontinental Wealth Advisors, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2023-07-21 2023-06-30 13F-HR 304 418,866
2023-05-04 2023-03-31 13F-HR 304 391,279
2023-02-13 2022-12-31 13F-HR 264 336,225
2022-11-10 2022-09-30 13F-HR 265 318,716
2022-08-05 2022-06-30 13F-HR 274 369,012
2022-05-09 2022-03-31 13F-HR 280 439,335
2022-02-08 2021-12-31 13F-HR 287 474,494
2021-11-12 2021-09-30 13F-HR 281 428,865
2021-08-06 2021-06-30 13F-HR 285 504,763
2021-05-14 2021-03-31 13F-HR 273 459,325
2021-02-19 2020-12-31 13F-HR 253 416,096
2021-03-10 2020-09-30 13F-HR/A 1 R 205 341,597
2021-01-19 2020-09-30 13F-HR 442 162,638
2021-03-10 2020-06-30 13F-HR/A 1 R 181 307,582
2021-01-19 2020-06-30 13F-HR 420 193,638
2021-03-10 2020-03-31 13F-HR/A 1 R 155 189,252
2021-01-19 2020-03-31 13F-HR 447 201,672
2020-02-07 2019-12-31 13F-HR 362 119,972
2019-10-09 2019-09-30 13F-HR 442 162,638
2019-08-02 2019-06-30 13F-HR 420 193,638
2019-05-08 2019-03-31 13F-HR 447 201,672
2019-01-31 2018-12-31 13F-HR 465 179,141
2018-10-16 2018-09-30 13F-HR 142 199,532
2018-07-30 2018-06-30 13F-HR 132 179,940
2018-05-01 2018-03-31 13F-HR 135 172,634
2018-02-20 2017-12-31 13F-HR 150 178,425
2017-11-13 2017-09-30 13F-HR 134 163,798
2017-08-09 2017-06-30 13F-HR 126 155,620
2018-03-08 2017-03-31 13F-HR 155 166,742
2018-03-08 2016-12-31 13F-HR 139 154,969
2018-03-12 2016-09-30 13F-HR 119 140,294
2018-03-08 2016-06-30 13F-HR 121 135,689
2018-03-08 2016-03-31 13F-HR 125 132,804
2018-03-08 2015-12-31 13F-HR 130 145,629