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Lakeland Financial Corporation shares owned by Intercontinental Wealth Advisors

Quarter-by-quarter ownership of Lakeland Financial Corporation (LKFN) shares owned by Intercontinental Wealth Advisors from 13F filings

Historical chart of Intercontinental Wealth Advisors investment in Lakeland Financial Corporation

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All positions including Lakeland Financial Corporation held by Intercontinental Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lakeland Financial Corporation by Intercontinental Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-06-30 $429k 8.8k 48.52
2023-03-31 $551k 8.8k 62.64
2022-12-31 $643k 8.8k 72.97
2022-09-30 $674k 9.3k 72.85
2022-06-30 $602k 9.1k 66.40
2022-03-31 $658k 9.0k 72.97

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Top funds holding Lakeland Financial Corporation

BlackRock
Vanguard Group
Victory Capital Management
Neuberger Berman Group
Charles Schwab Investment Management
Dimensional Fund Advisors
Silvercrest Asset Management Group
Copeland Capital Management
Geode Capital Management
Neumeier Poma Investment Counsel
Northern Trust
Ameriprise Financial
Btim
Hanna Zanoni
Morgan Stanley

View all funds holding Lakeland Financial Corporation