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Disclosery

BANK OF MONTREAL /CAN/: ITOT position timeline

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

BANK OF MONTREAL /CAN/ held 81,992 ITOT 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 81,992 shares
    Change vs previous 13F +15,092 shares

    <0.01% of the 13F portfolio, value $13,468,873.

    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 66,900 shares
    Change vs previous 13F -6,799 shares

    <0.01% of the 13F portfolio, value $9,528,550.

    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 73,699 shares
    Change vs previous 13F +16,749 shares

    <0.01% of the 13F portfolio, value $10,958,309.

    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 56,950 shares
    Change vs previous 13F -5,500 shares

    <0.01% of the 13F portfolio, value $8,294,817.

    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 62,450 shares
    Change vs previous 13F -3,157 shares

    <0.01% of the 13F portfolio, value $8,433,301.

    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 65,607 shares
    Change vs previous 13F +14,477 shares

    <0.01% of the 13F portfolio, value $8,004,729.

    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 51,130 shares
    Change vs previous 13F -5,056 shares

    <0.01% of the 13F portfolio, value $6,576,345.

    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 56,186 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,032,188.

    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).