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Disclosery

BANK OF MONTREAL /CAN/: IWB position timeline

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

BANK OF MONTREAL /CAN/ held 341,972 IWB 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 341,972 shares
    Change vs previous 13F +353 shares

    0.05% of the 13F portfolio, value $140,037,467.

    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 341,619 shares
    Change vs previous 13F +12,300 shares

    0.05% of the 13F portfolio, value $121,807,692.

    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 329,319 shares
    Change vs previous 13F +21,742 shares

    0.05% of the 13F portfolio, value $122,980,908.

    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 307,577 shares
    Change vs previous 13F +24,964 shares

    0.05% of the 13F portfolio, value $112,413,167.

    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 282,613 shares
    Change vs previous 13F -9,804 shares

    0.05% of the 13F portfolio, value $95,967,054.

    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 292,417 shares
    Change vs previous 13F +3,020 shares

    0.05% of the 13F portfolio, value $89,696,113.

    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 289,397 shares
    Change vs previous 13F +4,987 shares

    0.05% of the 13F portfolio, value $93,231,990.

    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 284,410 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $89,088,708.

    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).