Ignite Planners, LLC

Position in BMO — Bank Of Montreal /Can/

CIK 1849348 SAN CLEMENTE, CA

Position in BMO

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$854,874

+$186,160 QoQ

Shares Held

4,838

-2.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#300

of 653 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Ignite Planners, LLC holds $8,587,884 across 7 Banks - Diversified names. BMO ranks #4 (10.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	11,082	$3,627,471
2	BAC	Bank Of America Corp /De/	27,235	$1,551,850
3	C	Citigroup Inc	6,323	$884,967
4	BMO	Bank Of Montreal /Can/ This page	4,838	$854,874
5	HSBC	Hsbc Holdings PLC	7,790	$740,751
6	BNY	Bank of New York Mellon Corp	3,342	$483,286
7	WFC	Wells Fargo & Company/Mn	5,381	$444,685

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$854,874	4,838	-2.1%	Shares	Sole	2026-07-23
2026-03-31	$668,714	4,941	-3.3%	Shares	Sole	2026-04-17
2025-12-31	$663,097	5,109	-47.0%	Shares	Sole	2026-02-06
2025-09-30	$1,254,958	9,635	-4.8%	Shares	Sole	2025-10-08
2025-06-30	$1,119,686	10,121	-4.2%	Shares	Sole	2025-08-08
2025-03-31	$1,009,540	10,570	-1.9%	Shares	Sole	2025-05-06
2024-12-31	$1,046,199	10,780	+3.0%	Shares	Sole	2025-01-14
2024-09-30	$943,762	10,463	+13.5%	Shares	Sole	2024-10-07
2024-06-30	$772,761	9,216	+14.0%	Shares	Sole	2024-07-12
2024-03-31	$789,645	8,084	-17.2%	Shares	Sole	2024-04-12
2023-12-31	$966,346	9,767	-8.1%	Shares	Sole	2024-01-09
2023-09-30	$896,431	10,625	—	Shares	Sole	2023-10-11
No filing history on record for this holder in this stock.