MEANS INVESTMENT CO., INC. quarter change: USA Options, Reduced
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, MEANS INVESTMENT CO., INC. opened 6 positions, added to 1, reduced 1, sold out of 15 and left 3 unchanged. The largest increase in value was XLE (+$180,574); the largest decrease was RSP (-$479,800).
- AVGO: Country of operation United States; Class COM · Call; Shares 2026-03-31 1,000; Shares 2026-06-30 200.
Two Form 13F-HR filings compared (SEC CIK 701516): 2026-03-31 (filed 2026-04-24) and 2026-06-30 (filed 2026-08-14). 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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