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Disclosery

BANK OF MONTREAL /CAN/: IBDU position timeline

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

BANK OF MONTREAL /CAN/ held 642 IBDU 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 642 shares
    Change vs previous 13F -1,692 shares

    <0.01% of the 13F portfolio, value $14,862.

    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 2,334 shares
    Change vs previous 13F -38,445 shares

    <0.01% of the 13F portfolio, value $54,298.

    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 40,779 shares
    Change vs previous 13F +19,502 shares

    <0.01% of the 13F portfolio, value $955,444.

    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 21,277 shares
    Change vs previous 13F +558 shares

    <0.01% of the 13F portfolio, value $499,371.

    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 20,719 shares
    Change vs previous 13F +121 shares

    <0.01% of the 13F portfolio, value $482,753.

    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 20,598 shares
    Change vs previous 13F +2,354 shares

    <0.01% of the 13F portfolio, value $476,432.

    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 18,244 shares
    Change vs previous 13F +3,121 shares

    <0.01% of the 13F portfolio, value $415,963.

    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 15,123 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $356,298.

    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).