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Disclosery

BANK OF MONTREAL /CAN/: IDV position timeline

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

BANK OF MONTREAL /CAN/ held 39,121 IDV 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 39,121 shares
    Change vs previous 13F -66,208 shares

    <0.01% of the 13F portfolio, value $1,620,783.

    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 105,329 shares
    Change vs previous 13F -199,812 shares

    <0.01% of the 13F portfolio, value $4,482,803.

    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 305,141 shares
    Change vs previous 13F +195,690 shares

    <0.01% of the 13F portfolio, value $12,037,813.

    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 109,451 shares
    Change vs previous 13F +35,892 shares

    <0.01% of the 13F portfolio, value $4,000,434.

    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 73,559 shares
    Change vs previous 13F +51,403 shares

    <0.01% of the 13F portfolio, value $2,538,521.

    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 22,156 shares
    Change vs previous 13F +3,780 shares

    <0.01% of the 13F portfolio, value $687,279.

    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 18,376 shares
    Change vs previous 13F +9,768 shares

    <0.01% of the 13F portfolio, value $503,135.

    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 8,608 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $262,199.

    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).