NBZ Investment Advisors LLC 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, NBZ Investment Advisors LLC opened 1 positions, added to 0, reduced 1, sold out of 1 and left 4 unchanged. The largest increase in value was AVGO (+$75,550); the largest decrease was PFE (-$56,160).
- PFE: Country of operation United States; Class COM · Call; Shares 2026-03-31 2,000; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 1998018): 2026-03-31 (filed 2026-05-04) and 2026-06-30 (filed 2026-08-13). 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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