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Disclosery

Wealthsimple Inc.: BMO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealthsimple Inc. on BMO, newest first. How the timeline and the estimate are built.

Wealthsimple Inc. held 2,013 BMO shares at 2022-09-30 per its 13F-HR filed 2022-11-08.

the latest 13F is the newest step

  1. period ended2022-09-30
    13F 2,013 shares
    Change vs previous 13F +50 shares

    0.01% of the 13F portfolio, value $337,000.

    13F-HR 0001214659-22-013289 filed by Wealthsimple Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2022-06-30
    13F 1,963 shares
    Change vs previous 13F -115 shares

    0.01% of the 13F portfolio, value $243,000.

    13F-HR 0001214659-22-013287 filed by Wealthsimple Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2022-03-31
    13F 2,078 shares
    Change vs previous 13F +166 shares

    0.01% of the 13F portfolio, value $306,000.

    13F-HR 0001214659-22-006841 filed by Wealthsimple Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2021-12-31
    13F 1,912 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $206,000.

    13F-HR 0000905718-22-000455 filed by Wealthsimple Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).