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Disclosery

BANK OF MONTREAL /CAN/: IBKR position timeline

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

BANK OF MONTREAL /CAN/ held 591,581 IBKR 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 591,581 shares
    Change vs previous 13F -14,376 shares

    0.02% of the 13F portfolio, value $51,491,211.

    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 605,957 shares
    Change vs previous 13F -37,553 shares

    0.02% of the 13F portfolio, value $40,641,537.

    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 643,510 shares
    Change vs previous 13F +47,842 shares

    0.02% of the 13F portfolio, value $41,384,128.

    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 595,668 shares
    Change vs previous 13F +495,421 shares

    0.02% of the 13F portfolio, value $40,987,914.

    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 100,247 shares
    Change vs previous 13F +74,157 shares

    <0.01% of the 13F portfolio, value $5,554,686.

    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 26,090 shares
    Change vs previous 13F -1,464 shares

    <0.01% of the 13F portfolio, value $4,320,243.

    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 27,554 shares
    Change vs previous 13F -2,485 shares

    <0.01% of the 13F portfolio, value $4,867,964.

    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 30,039 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,131,264.

    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).