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BANK OF MONTREAL /CAN/: ITA position timeline

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

BANK OF MONTREAL /CAN/ held 127,944 ITA 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 127,944 shares
    Change vs previous 13F -20,564 shares

    0.01% of the 13F portfolio, value $31,016,323.

    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 148,508 shares
    Change vs previous 13F +11,075 shares

    0.01% of the 13F portfolio, value $32,486,171.

    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 137,433 shares
    Change vs previous 13F +12,480 shares

    0.01% of the 13F portfolio, value $29,505,458.

    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 124,953 shares
    Change vs previous 13F +7,412 shares

    0.01% of the 13F portfolio, value $26,147,631.

    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 117,541 shares
    Change vs previous 13F +104,309 shares

    0.01% of the 13F portfolio, value $22,172,934.

    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 13,232 shares
    Change vs previous 13F +3,168 shares

    <0.01% of the 13F portfolio, value $2,025,820.

    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 10,064 shares
    Change vs previous 13F -14,068 shares

    <0.01% of the 13F portfolio, value $1,462,803.

    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 24,132 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,583,843.

    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).