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Disclosery

BANK OF MONTREAL /CAN/: CWI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BANK OF MONTREAL /CAN/ on CWI, newest first. How the timeline and the estimate are built.

BANK OF MONTREAL /CAN/ held 279,603 CWI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 279,603 shares
    Change vs previous 13F +6,142 shares

    <0.01% of the 13F portfolio, value $11,371,461.

    13F-HR 0000927971-26-000090 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 273,461 shares
    Change vs previous 13F +9,454 shares

    <0.01% of the 13F portfolio, value $10,005,923.

    13F-HR 0000927971-26-000078 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 264,007 shares
    Change vs previous 13F +12,744 shares

    <0.01% of the 13F portfolio, value $9,483,116.

    13F-HR 0000927971-26-000035 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 251,263 shares
    Change vs previous 13F +24,868 shares

    <0.01% of the 13F portfolio, value $8,774,104.

    13F-HR 0000927971-25-000027 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 226,395 shares
    Change vs previous 13F -15,860 shares

    <0.01% of the 13F portfolio, value $7,394,061.

    13F-HR 0000927971-25-000018 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 242,255 shares
    Change vs previous 13F -2,911 shares

    <0.01% of the 13F portfolio, value $7,165,903.

    13F-HR 0000927971-25-000015 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 245,166 shares
    Change vs previous 13F -14,796 shares

    <0.01% of the 13F portfolio, value $6,849,938.

    13F-HR 0000927971-25-000008 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 259,962 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,954,837.

    13F-HR 0000927971-24-000013 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

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