MEANS INVESTMENT CO., INC. historic quarter change: USA Options, New
In put and call options, at their filed underlying value (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, MEANS INVESTMENT CO., INC. opened 32 positions, added to 2, reduced 4 and sold out of 22.
- Q2 2026: Stock XLE; Country of operation —; Class ST STR ENERG ETF · Call; Shares before 0.
- Q2 2026: Stock HIMS; Country of operation United States; Class COM CL A · Call; Shares before 0.
- Q2 2026: Stock CLF; Country of operation United States; Class COM · Call; Shares before 0.
- Q2 2026: Stock JPM; Country of operation United States; Class COM · Call; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 701516), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-24); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-26); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-06); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-25); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-21); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-24); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-18); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-19); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-17). 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. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2018-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
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| Q2 2026 | XLE
SELECT SECTOR SPDR TR | | ST STR ENERG ETF · Call | 0 | 3,400 | +3,400 | $0 | $180,574 | +$180,574 | 2026-08-14 |
|---|
| Q2 2026 | HIMS
HIMS & HERS HEALTH INC | United States | COM CL A · Call | 0 | 2,300 | +2,300 | $0 | $79,741 | +$79,741 | 2026-08-14 |
|---|
| Q2 2026 | CLF
CLEVELAND-CLIFFS INC NEW | United States | COM · Call | 0 | 8,400 | +8,400 | $0 | $78,876 | +$78,876 | 2026-08-14 |
|---|
| Q2 2026 | JPM
JPMORGAN CHASE & CO | United States | COM · Call | 0 | 200 | +200 | $0 | $65,466 | +$65,466 | 2026-08-14 |
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| Q2 2026 | AAPL
APPLE INC | United States | COM · Call | 0 | 100 | +100 | $0 | $28,936 | +$28,936 | 2026-08-14 |
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| Q2 2026 | XBI
SPDR SERIES TRUST | | ST STR SP BIOT · Call | 0 | 100 | +100 | $0 | $15,825 | +$15,825 | 2026-08-14 |
|---|
| Q1 2026 | RSP
INVESCO EXCHANGE TRADED FD T | | S&P500 EQL WGT · Call | 0 | 2,500 | +2,500 | $0 | $479,800 | +$479,800 | 2026-04-24 |
|---|
| Q1 2026 | AVGO
BROADCOM INC | United States | COM · Call | 0 | 1,000 | +1,000 | $0 | $309,510 | +$309,510 | 2026-04-24 |
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| Q1 2026 | XLE
SELECT SECTOR SPDR TR | | STATE STREET ENE · Call | 0 | 3,700 | +3,700 | $0 | $226,662 | +$226,662 | 2026-04-24 |
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| Q1 2026 | CRM
SALESFORCE INC | United States | COM · Call | 0 | 1,100 | +1,100 | $0 | $205,337 | +$205,337 | 2026-04-24 |
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| Q1 2026 | XOMXXXX
EXXON MOBIL CORP | | COM · Call | 0 | 1,200 | +1,200 | $0 | $203,592 | +$203,592 | 2026-04-24 |
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| Q1 2026 | CSCO
CISCO SYS INC | United States | COM · Call | 0 | 2,000 | +2,000 | $0 | $155,180 | +$155,180 | 2026-04-24 |
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| Q1 2026 | OKLO
OKLO INC | United States | COM CL A · Put | 0 | 3,000 | +3,000 | $0 | $148,770 | +$148,770 | 2026-04-24 |
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| Q1 2026 | RIG
TRANSOCEAN LTD | | REGISTERED SHS · Call | 0 | 21,000 | +21,000 | $0 | $139,230 | +$139,230 | 2026-04-24 |
|---|
| Q1 2026 | WELL
WELLTOWER INC | United States | COM · Call | 0 | 600 | +600 | $0 | $118,626 | +$118,626 | 2026-04-24 |
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| Q1 2026 | GE
GE AEROSPACE | United States | COM NEW · Call | 0 | 400 | +400 | $0 | $113,508 | +$113,508 | 2026-04-24 |
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| Q1 2026 | NVDA
NVIDIA CORPORATION | United States | COM · Put | 0 | 500 | +500 | $0 | $87,200 | +$87,200 | 2026-04-24 |
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| Q1 2026 | AMD
ADVANCED MICRO DEVICES INC | United States | COM · Put | 0 | 400 | +400 | $0 | $81,372 | +$81,372 | 2026-04-24 |
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| Q1 2026 | NVDA
NVIDIA CORPORATION | United States | COM · Call | 0 | 300 | +300 | $0 | $52,320 | +$52,320 | 2026-04-24 |
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| Q1 2026 | CSX
CSX CORP | United States | COM · Call | 0 | 700 | +700 | $0 | $28,735 | +$28,735 | 2026-04-24 |
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| Q1 2026 | CVX
CHEVRON CORPORATION | United States | COM · Call | 0 | 100 | +100 | $0 | $20,690 | +$20,690 | 2026-04-24 |
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| Q1 2026 | NFLX
NETFLIX INC. | United States | COM · Call | 0 | 200 | +200 | $0 | $19,230 | +$19,230 | 2026-04-24 |
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| Q1 2026 | SOFI
SOFI TECHNOLOGIES INC | United States | COM · Call | 0 | 1,000 | +1,000 | $0 | $15,880 | +$15,880 | 2026-04-24 |
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| Q1 2026 | XBI
SPDR SERIES TRUST | | STATE STREET SPD · Call | 0 | 100 | +100 | $0 | $12,773 | +$12,773 | 2026-04-24 |
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| Q1 2026 | NOW
SERVICENOW INC | United States | COM · Call | 0 | 100 | +100 | $0 | $10,455 | +$10,455 | 2026-04-24 |
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| Q4 2025 | WULF
TERAWULF INC | United States | COM · Call | 0 | 11,100 | +11,100 | $0 | $7,514 | +$7,514 | 2026-01-26 |
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| Q4 2025 | GRAB
GRAB HOLDINGS LIMITED | | CLASS A ORD · Call | 0 | 30,500 | +30,500 | $0 | $2,830 | +$2,830 | 2026-01-26 |
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| Q4 2025 | F
FORD MTR CO | United States | COM · Call | 0 | 10,000 | +10,000 | $0 | $1,800 | +$1,800 | 2026-01-26 |
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| Q4 2025 | PFE
PFIZER INC | United States | COM · Call | 0 | 14,100 | +14,100 | $0 | $1,197 | +$1,197 | 2026-01-26 |
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| Q3 2025 | VALE
VALE S A | | SPONSORED ADS · Call | 0 | 16,200 | +16,200 | $0 | $5,542 | +$5,542 | 2025-11-06 |
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| Q2 2025 | QQQ
INVESCO QQQ TR | | UNIT SER 1 · Call | 0 | 30,000 | +30,000 | $0 | $4,140 | +$4,140 | 2025-07-25 |
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| Q3 2024 | GRAB
GRAB HOLDINGS LIMITED | | CLASS A ORD · Call | 0 | 11,500 | +11,500 | $0 | $3,700 | +$3,700 | 2024-10-18 |
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