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David Loasby

SEC CIK
0001775863
Latest filing
Feb 13, 2026

WSO holding history

Watsco 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.

WSO overviewAll 13F holders of WSOFull Q4 2025 holdings

Shares (Q4 2025)
951
Value
$357.8K
% of portfolio
<0.1%
Quarters held
12
Since Q1 2023
Holdings of WSO by David Loasby, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 2025951$357.8K<0.1%−569−37.4%ReducedHolders
Q3 20251,520$602.6K<0.1%−68−4.3%ReducedHolders
Q2 20251,588$690.7K0.1%−117−6.9%ReducedHolders
Q1 20251,705$851.2K0.1%+25+1.5%AddedHolders
Q4 20241,680$779.4K0.1%+131+8.5%AddedHolders
Q3 20241,549$750.0K0.1%+55+3.7%AddedHolders
Q2 20241,494$726.1K0.1%+263+21.4%AddedHolders
Q1 20241,231$538.2K0.1%+300+32.2%AddedHolders
Q4 2023931$378.1K<0.1%+159+20.6%AddedHolders
Q3 2023772$296.2K<0.1%−49−6.0%ReducedHolders
Q2 2023821$306.0K<0.1%+53+6.9%AddedHolders
Q1 2023768$231.8K<0.1%+768NewHolders