WestHill Financial Advisors, Inc. historic quarter change: USA Options, Sold out
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, WestHill Financial Advisors, Inc. opened 0 positions, added to 0, reduced 0 and sold out of 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1759641), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-21); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-09); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-21); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-09); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-21); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-31); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-18); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-19); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-25). 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 2020-12-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Investors Research Corp | United States | $0.523B | 851 |
| Curbstone Financial Management Corp | United States | $0.523B | 202 |
| GWN SECURITIES INC. | United States | $0.523B | 462 |
| ESL Trust Services, LLC | United States | $0.524B | 268 |
| JMAC ENTERPRISES LLC | United States | $0.522B | 117 |
| Conifer Management, L.L.C. | United States | $0.524B | 6 |
| KEB ASSET MANAGEMENT, LLC | United States | $0.522B | 97 |
| Shannon River Fund Management LLC | United States | $0.524B | 28 |
| TruNorth Capital Management, LLC | United States | $0.522B | 114 |
| Greenfield FTC, Inc. | United States | $0.524B | 3 |