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Disclosery

BANK OF MONTREAL /CAN/: INVH position timeline

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

BANK OF MONTREAL /CAN/ held 591,946 INVH 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 591,946 shares
    Change vs previous 13F +129,432 shares

    0.01% of the 13F portfolio, value $17,882,689.

    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 462,514 shares
    Change vs previous 13F +48,070 shares

    <0.01% of the 13F portfolio, value $11,493,473.

    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 414,444 shares
    Change vs previous 13F -11,836 shares

    <0.01% of the 13F portfolio, value $11,517,399.

    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 426,280 shares
    Change vs previous 13F +21,683 shares

    0.01% of the 13F portfolio, value $12,502,792.

    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 404,597 shares
    Change vs previous 13F -1,228 shares

    0.01% of the 13F portfolio, value $13,270,782.

    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 405,825 shares
    Change vs previous 13F -172,053 shares

    0.01% of the 13F portfolio, value $14,143,002.

    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 577,878 shares
    Change vs previous 13F +3,761 shares

    0.01% of the 13F portfolio, value $18,474,760.

    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 574,117 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $20,094,095.

    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).