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Disclosery

BANK OF MONTREAL /CAN/: ITRI position timeline

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

BANK OF MONTREAL /CAN/ held 54,327 ITRI 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 54,327 shares
    Change vs previous 13F +33,491 shares

    <0.01% of the 13F portfolio, value $4,700,916.

    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 20,836 shares
    Change vs previous 13F -89,758 shares

    <0.01% of the 13F portfolio, value $1,867,531.

    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 110,594 shares
    Change vs previous 13F -150,450 shares

    <0.01% of the 13F portfolio, value $10,269,758.

    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 261,044 shares
    Change vs previous 13F -75,691 shares

    0.01% of the 13F portfolio, value $32,515,639.

    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 336,735 shares
    Change vs previous 13F +111,040 shares

    0.02% of the 13F portfolio, value $44,324,428.

    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 225,695 shares
    Change vs previous 13F -13,923 shares

    0.01% of the 13F portfolio, value $23,643,809.

    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 239,618 shares
    Change vs previous 13F +14,460 shares

    0.01% of the 13F portfolio, value $26,017,723.

    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 225,158 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $24,154,950.

    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).