LOAR β€” LOAR HOLDINGS INC

Ownership history in SIGNATUREFD, LLC  Β·  5 quarters on record

AI Ownership Summary

SIGNATUREFD, LLC reported LOAR HOLDINGS INC (LOAR) in 5 quarterly 13F filings from 2024 Q3 through 2025 Q3. The latest visible filing shows LOAR at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LOAR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SIGNATUREFD, LLC's position in LOAR HOLDINGS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

LOAR was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How SIGNATUREFD, LLC held LOAR β€” position size vs. price
% of Fund (quarterly)    LOAR price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 46 -19 -29.2% 0.00% $4K 2025-10-21 $81.90
2025 Q2 ADDED 65 +19 +41.3% 0.00% $6K 2025-07-16 $75.84
2025 Q1 ADDED 46 +13 +39.4% 0.00% $3K 2025-05-02 $94.60
2024 Q4 UNCHANGED 33 β€” 0% 0.00% $2K 2025-02-10 $77.84
2024 Q3 INITIATED 33 β€” β€” 0.00% $2K 2024-10-21 $79.78

FAQ About SIGNATUREFD, LLC and LOAR

These are the practical questions this page is built to answer before you even open the full history table.

How long has SIGNATUREFD, LLC reported owning LOAR?

SIGNATUREFD, LLC reported LOAR across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported LOAR position in SIGNATUREFD, LLC's portfolio?

The largest reported portfolio weight for LOAR was 0.00% in 2025 Q2.

What is the latest reported LOAR position on this page?

The most recent filing on this page is 2025 Q3, when SIGNATUREFD, LLC reported 46 shares, equal to 0.00% of portfolio, with an estimated market value of $4K.

What does the chart on this LOAR ownership page compare?

The chart compares SIGNATUREFD, LLC's quarterly LOAR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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