HTG Investment Advisors, Inc. quarter change: USA Options, Sold out
In put and call options, at their filed underlying value (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, HTG Investment Advisors, Inc. opened 0 positions, added to 0, reduced 0, sold out of 1 and left 0 unchanged. The largest increase in value was APPLE INC (-$1,065,918); the largest decrease was APPLE INC (-$1,065,918).
- APPLE INC: Country of operation —; Class PUT · Put; Shares 2026-03-31 $4,200; Shares 2026-06-30 $0.
Two Form 13F-HR filings compared (SEC CIK 1963875): 2026-03-31 (filed 2026-04-27) and 2026-06-30 (filed 2026-08-06). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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