BANK OF MONTREAL /CAN/ ISPO β€” INSPIRATO INCORPORATED

Ownership history in BANK OF MONTREAL /CAN/  Β·  3 quarters on record

AI Ownership Summary

BANK OF MONTREAL /CAN/ reported INSPIRATO INCORPORATED (ISPO) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. The latest visible filing shows ISPO 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 ISPO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BANK OF MONTREAL /CAN/'s position in INSPIRATO INCORPORATED, 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 Q4

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

High-water mark
Peak Conviction
0.0% in 2025 Q4

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

Time in book
Holding Window
2025 Q2 to 2025 Q4

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 BANK OF MONTREAL /CAN/ held ISPO β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED β€” β€” β€” 289,099 β€” 0% 0.00% $1.2M 2026-02-12 $4.26
2025 Q3 ADDED β€” β€” β€” 289,099 +81,555 +39.3% 0.00% $856K 2025-11-13 $2.60
2025 Q2 INITIATED β€” β€” β€” 207,544 β€” β€” 0.00% $710K 2025-08-05 $2.87

🏒 Other funds also holding ISPO

As of 2026 Q1 β€” sorted by position size

IFP Advisors, Inc 3Y 7Y 0.0%

FAQ About BANK OF MONTREAL /CAN/ and ISPO

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

How long has BANK OF MONTREAL /CAN/ reported owning ISPO?

BANK OF MONTREAL /CAN/ reported ISPO across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported ISPO position in BANK OF MONTREAL /CAN/'s portfolio?

The largest reported portfolio weight for ISPO was 0.00% in 2025 Q4.

What is the latest reported ISPO position on this page?

The most recent filing on this page is 2025 Q4, when BANK OF MONTREAL /CAN/ reported 289,099 shares, equal to 0.00% of portfolio, with an estimated market value of $1.2M.

What does the chart on this ISPO ownership page compare?

The chart compares BANK OF MONTREAL /CAN/'s quarterly ISPO 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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