Advertisement
Screener

PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV Historic Quarter Change: USA Options, New

PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 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, PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV opened 0 positions, added to 0, reduced 0 and sold out of 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1004140), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-24); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-28); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-26); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-07); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-18); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-22); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-27); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-15); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-12); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-30). 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 2019-12-31.

No position of this class changed this way in the filings compared.

Similar Firms

Firm NameCountry13F ValueHoldings
SRH ADVISORS, LLCUnited States$0.349B278
Merck & Co., Inc.United States$0.349B14
Kingdom Financial Group LLC.United States$0.349B865
WEBSTERROGERS FINANCIAL ADVISORS, LLCUnited States$0.350B95
Global Assets Advisory, LLCUnited States$0.349B506
Bruce & Co., Inc.United States$0.350B41
Carmel Capital Management L.L.C.United States$0.349B25
RETIREMENT FINANCIAL SOLUTIONS, LLCUnited States$0.350B53
Wealth Management Partners, LLCUnited States$0.350B147
SWMG, LLCUnited States$0.350B120