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Disclosery

BANK OF MONTREAL /CAN/: IUSG position timeline

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

BANK OF MONTREAL /CAN/ held 33,441 IUSG 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 33,441 shares
    Change vs previous 13F -349 shares

    <0.01% of the 13F portfolio, value $6,289,995.

    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 33,790 shares
    Change vs previous 13F -851 shares

    <0.01% of the 13F portfolio, value $5,241,221.

    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 34,641 shares
    Change vs previous 13F -2,033 shares

    <0.01% of the 13F portfolio, value $5,817,661.

    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 36,674 shares
    Change vs previous 13F +3,814 shares

    <0.01% of the 13F portfolio, value $6,034,381.

    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 32,860 shares
    Change vs previous 13F +695 shares

    <0.01% of the 13F portfolio, value $4,942,172.

    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 32,165 shares
    Change vs previous 13F +634 shares

    <0.01% of the 13F portfolio, value $4,087,545.

    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 31,531 shares
    Change vs previous 13F -30,647 shares

    <0.01% of the 13F portfolio, value $4,393,856.

    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 62,178 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $8,152,780.

    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).