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Disclosery

BANK OF MONTREAL /CAN/: IVV position timeline

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

BANK OF MONTREAL /CAN/ held 2,320,347 IVV 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 2,320,347 shares
    Change vs previous 13F -430,514 shares

    0.64% of the 13F portfolio, value $1,737,684,308.

    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 2,750,861 shares
    Change vs previous 13F -4,253 shares

    0.75% of the 13F portfolio, value $1,796,890,003.

    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 2,755,114 shares
    Change vs previous 13F -1,598,216 shares

    0.75% of the 13F portfolio, value $1,887,087,669.

    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 4,353,330 shares
    Change vs previous 13F +1,669,388 shares

    1.2% of the 13F portfolio, value $2,913,682,847.

    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 2,683,942 shares
    Change vs previous 13F -4,729,326 shares

    0.84% of the 13F portfolio, value $1,666,459,139.

    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 7,413,268 shares
    Change vs previous 13F +5,757,796 shares

    2.17% of the 13F portfolio, value $4,165,515,544.

    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 1,655,472 shares
    Change vs previous 13F +23,776 shares

    0.48% of the 13F portfolio, value $974,543,734.

    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 1,631,696 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $936,707,791.

    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).