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David Loasby

SEC CIK
0001775863
Latest filing
Feb 13, 2026

BMO holding history

Bank of Montreal in every 13F filed by David Loasby, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BMO overviewAll 13F holders of BMOFull Q4 2025 holdings

Shares (Q4 2025)
5,401
Value
$723.4K
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of BMO by David Loasby, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20255,401$723.4K<0.1%+145+2.8%AddedHolders
Q3 20255,256$676.4K0.1%00.0%UnchangedHolders
Q2 20255,256$582.5K<0.1%−1,890−26.4%ReducedHolders
Q1 20257,146$635.9K0.1%−409−5.4%ReducedHolders
Q4 20247,555$736.2K0.1%+15+0.2%AddedHolders
Q3 20247,540$687.8K0.1%−378−4.8%ReducedHolders
Q2 20247,918$675.2K0.1%−34−0.4%ReducedHolders
Q1 20247,952$782.2K0.1%−2,252−22.1%ReducedHolders
Q4 202310,204$996.0K0.1%−1,412−12.2%ReducedHolders
Q3 202311,616$932.0K0.1%+115+1.0%AddedHolders
Q2 202311,501$1.02M0.1%+200+1.8%AddedHolders
Q1 202311,301$1.00M0.1%+1,963+21.0%AddedHolders
Q4 20229,338$896.7K0.1%+3,076+49.1%AddedHolders
Q3 20226,262$535.0K0.1%−13−0.2%ReducedHolders
Q2 20226,275$611.0K0.1%+30.0%AddedHolders
Q1 20226,272$723.0K0.1%−112−1.8%ReducedHolders
Q4 20216,384$688.0K0.1%00.0%UnchangedHolders
Q3 20216,384$637.0K0.1%+160+2.6%AddedHolders
Q2 20216,224$638.0K0.1%−22−0.4%ReducedHolders
Q1 20216,246$557.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.