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BANK OF MONTREAL /CAN/: IWC position timeline

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

BANK OF MONTREAL /CAN/ held 105,227 IWC 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 105,227 shares
    Change vs previous 13F -5,861 shares

    0.01% of the 13F portfolio, value $21,049,586.

    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 111,088 shares
    Change vs previous 13F -3,151 shares

    0.01% of the 13F portfolio, value $17,730,737.

    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 114,239 shares
    Change vs previous 13F -1,704 shares

    0.01% of the 13F portfolio, value $18,015,529.

    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 115,943 shares
    Change vs previous 13F -17,428 shares

    0.01% of the 13F portfolio, value $17,285,880.

    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 133,371 shares
    Change vs previous 13F -2,767 shares

    0.01% of the 13F portfolio, value $17,026,134.

    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 136,138 shares
    Change vs previous 13F -443 shares

    0.01% of the 13F portfolio, value $15,099,024.

    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 136,581 shares
    Change vs previous 13F -2,951 shares

    0.01% of the 13F portfolio, value $17,807,385.

    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 139,532 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $17,155,482.

    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).