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David Loasby

SEC CIK
0001775863
Latest filing
Feb 13, 2026

RJF holding history

Raymond James Financial Inc 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.

RJF overviewAll 13F holders of RJFFull Q4 2025 holdings

Shares (Q4 2025)
1,687
Value
$288.3K
% of portfolio
<0.1%
Quarters held
4
Since Q4 2024
Holdings of RJF by David Loasby, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20251,687$288.3K<0.1%+32+1.9%AddedHolders
Q3 20251,655$274.1K<0.1%+139+9.2%AddedHolders
Q2 20251,516$247.2K<0.1%+1,516NewHolders
Q1 20250$00.0%−1,478−100.0%Sold outHolders
Q4 20241,478$227.9K<0.1%+1,478NewHolders