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Disclosery

BANK OF MONTREAL /CAN/: IVE position timeline

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

BANK OF MONTREAL /CAN/ held 300,302 IVE 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 300,302 shares
    Change vs previous 13F +8,169 shares

    0.03% of the 13F portfolio, value $68,186,474.

    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 292,133 shares
    Change vs previous 13F -4,646 shares

    0.03% of the 13F portfolio, value $61,683,914.

    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 296,779 shares
    Change vs previous 13F +26,311 shares

    0.02% of the 13F portfolio, value $62,937,870.

    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 270,468 shares
    Change vs previous 13F -2,016 shares

    0.02% of the 13F portfolio, value $55,854,399.

    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 272,484 shares
    Change vs previous 13F -9,375 shares

    0.03% of the 13F portfolio, value $53,248,785.

    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 281,859 shares
    Change vs previous 13F -2,145 shares

    0.03% of the 13F portfolio, value $53,716,782.

    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 284,004 shares
    Change vs previous 13F +460 shares

    0.03% of the 13F portfolio, value $54,210,700.

    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 283,544 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $55,716,435.

    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).