NBZ Investment Advisors LLC Historic Quarter Change: USA Options, Reduced

NBZ Investment Advisors LLC historic quarter change: USA Options, Reduced

In put and call options, at their filed underlying value (listed in the US), over 6 quarters from 2024-12-31 to 2026-06-30, NBZ Investment Advisors LLC opened 10 positions, added to 4, reduced 8 and sold out of 8.

Q2 2026: Stock AMZN; Country of operation United States; Class COM · Call; Shares before 600.
Q1 2026: Stock PFE; Country of operation United States; Class COM · Call; Shares before 4,000.
Q4 2025: Stock PINNACLE FINL PARTNERS INC; Country of operation United States; Class COM · Call; Shares before 1,000.
Q4 2025: Stock PFE; Country of operation United States; Class COM · Call; Shares before 4,600.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1998018), 6 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-13); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-04); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-03); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-12); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-04); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-09). 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 2024-12-31.

Quarter	Stock	Country of operation	Class	Shares before	Shares after	Share change	Value before	Value after	Value change	Filed
Q2 2026	AMZN AMAZON COM INC	United States	COM · Call	600	400	-200	$124,962	$95,336	-$29,626	2026-08-13
Q1 2026	PFE PFIZER INC	United States	COM · Call	4,000	2,000	-2,000	$99,600	$56,160	-$43,440	2026-05-04
Q4 2025	PINNACLE FINL PARTNERS INC CUSIP 72346Q104	United States	COM · Call	1,000	600	-400	$93,790	$57,246	-$36,544	2026-02-03
Q4 2025	PFE PFIZER INC	United States	COM · Call	4,600	4,000	-600	$117,208	$99,600	-$17,608	2026-02-03
Q3 2025	AMZN AMAZON COM INC	United States	COM · Call	1,200	200	-1,000	$263,268	$43,914	-$219,354	2025-11-12
Q3 2025	DIS DISNEY WALT CO	United States	COM · Call	900	600	-300	$111,609	$68,700	-$42,909	2025-11-12
Q3 2025	AMD ADVANCED MICRO DEVICES INC	United States	COM · Call	500	200	-300	$70,950	$32,358	-$38,592	2025-11-12
Q2 2025	TSLA TESLA INC	United States	COM · Call	200	100	-100	$51,832	$31,766	-$20,066	2025-08-04

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