Transform Wealth, LLC

SEC CIK: 0001682266
Latest filing: Apr 15, 2025

SEC filings (opens in a new tab)

ISPO holding history

Inspirato Inc in every 13F filed by Transform Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ISPO overview All 13F holders of ISPO Full Q1 2025 holdings

Shares (Q4 2022): 0; Sold out in Q4 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q1 2022

Holdings of ISPO by Transform Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2022	0	$0	0.0%	−40,505−100.0%	Sold out	Holders
Q3 2022	40,505	$96.0K	<0.1%	−2,746−6.3%	Reduced	Holders
Q2 2022	43,251	$200.0K	<0.1%	+3,251+8.1%	Added	Holders
Q1 2022	40,000	$398.0K	<0.1%	+40,000	New	Holders