West Family Investments, Inc. historic quarter change: USA Options, Added
In put and call options, at their filed underlying value (listed in the US), over 23 quarters from 2013-06-30 to 2026-06-30, West Family Investments, Inc. opened 50 positions, added to 23, reduced 23 and sold out of 54.
- Q2 2016: Stock SPX CORP; Country of operation United States; Class COM · Put; Shares before 3,250.
- Q2 2016: Stock AAPL; Country of operation United States; Class COM · Call; Shares before 1,500.
- Q2 2016: Stock BKD; Country of operation United States; Class COM · Call; Shares before 600.
- Q2 2016: Stock LEVEL 3 COMMUNICATIONS INC; Country of operation —; Class COM NEW · Call; Shares before 500.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1568303), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-10); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-07); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-11); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-12); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-13); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-02); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-07); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-08); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-05); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-13); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-14); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-12); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-12); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-11); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-10); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-13); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-14); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-13); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-14); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-13); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-14); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-10); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-12). 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 2012-12-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Vantage Point Financial LLC | United States | $0.285B | 176 |
| Westshore Wealth, LLC | United States | $0.285B | 102 |
| Kenora Financial, LLC | United States | $0.286B | 132 |
| THEORY FINANCIAL LLC | United States | $0.285B | 94 |
| Owls Nest Partners IA, LLC | United States | $0.286B | 13 |
| Leisure Capital Management | United States | $0.286B | 154 |
| Sinvest Investments II Ltd. | Bahamas | $0.286B | 1 |
| BENNETT SELBY INVESTMENTS LP | United States | $0.285B | 81 |
| HS Management Partners, LLC | United States | $0.286B | 24 |
| 44 WEALTH MANAGEMENT LLC | United States | $0.286B | 183 |