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Disclosery

BANK OF MONTREAL /CAN/: IOO position timeline

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

BANK OF MONTREAL /CAN/ held 100,391 IOO 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 100,391 shares
    Change vs previous 13F +343 shares

    0.01% of the 13F portfolio, value $13,713,381.

    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 100,048 shares
    Change vs previous 13F -36,903 shares

    0.01% of the 13F portfolio, value $12,102,795.

    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 136,951 shares
    Change vs previous 13F +4,412 shares

    0.01% of the 13F portfolio, value $17,347,569.

    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 132,539 shares
    Change vs previous 13F -608 shares

    0.01% of the 13F portfolio, value $15,906,046.

    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 133,147 shares
    Change vs previous 13F +2,220 shares

    0.01% of the 13F portfolio, value $14,354,614.

    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 130,927 shares
    Change vs previous 13F -1,613 shares

    0.01% of the 13F portfolio, value $12,606,962.

    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 132,540 shares
    Change vs previous 13F +13,556 shares

    0.01% of the 13F portfolio, value $13,356,057.

    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 118,984 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $11,763,978.

    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).