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BANK OF MONTREAL /CAN/: IVW position timeline

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

BANK OF MONTREAL /CAN/ held 585,670 IVW 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 585,670 shares
    Change vs previous 13F -9,970 shares

    0.03% of the 13F portfolio, value $80,547,195.

    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 595,640 shares
    Change vs previous 13F -18,995 shares

    0.03% of the 13F portfolio, value $67,372,840.

    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 614,635 shares
    Change vs previous 13F +60,490 shares

    0.03% of the 13F portfolio, value $75,759,910.

    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 554,145 shares
    Change vs previous 13F -5,939 shares

    0.03% of the 13F portfolio, value $66,896,385.

    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 560,084 shares
    Change vs previous 13F -18,131 shares

    0.03% of the 13F portfolio, value $61,665,249.

    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 578,215 shares
    Change vs previous 13F -19,681 shares

    0.03% of the 13F portfolio, value $53,675,698.

    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 597,896 shares
    Change vs previous 13F -21,486 shares

    0.03% of the 13F portfolio, value $60,704,410.

    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 619,382 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $59,002,345.

    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).