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Disclosery

BANK OF MONTREAL /CAN/: IVZ position timeline

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

BANK OF MONTREAL /CAN/ held 940,108 IVZ 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 940,108 shares
    Change vs previous 13F +133,991 shares

    0.01% of the 13F portfolio, value $24,809,447.

    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 806,117 shares
    Change vs previous 13F +498,798 shares

    0.01% of the 13F portfolio, value $19,580,581.

    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 307,319 shares
    Change vs previous 13F -8,388 shares

    <0.01% of the 13F portfolio, value $8,073,270.

    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 315,707 shares
    Change vs previous 13F -360,626 shares

    <0.01% of the 13F portfolio, value $7,242,319.

    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 676,333 shares
    Change vs previous 13F +419,619 shares

    0.01% of the 13F portfolio, value $10,665,772.

    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 256,714 shares
    Change vs previous 13F -180,580 shares

    <0.01% of the 13F portfolio, value $3,894,350.

    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 437,294 shares
    Change vs previous 13F +52,238 shares

    <0.01% of the 13F portfolio, value $7,643,899.

    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 385,056 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,792,387.

    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).