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Disclosery

BANK OF MONTREAL /CAN/: IWD position timeline

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

BANK OF MONTREAL /CAN/ held 301,351 IWD 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 301,351 shares
    Change vs previous 13F +18,658 shares

    0.03% of the 13F portfolio, value $73,056,446.

    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 282,693 shares
    Change vs previous 13F +30,158 shares

    0.03% of the 13F portfolio, value $60,402,914.

    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 252,535 shares
    Change vs previous 13F +80,486 shares

    0.02% of the 13F portfolio, value $53,118,076.

    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 172,049 shares
    Change vs previous 13F +37,449 shares

    0.01% of the 13F portfolio, value $35,027,520.

    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 134,600 shares
    Change vs previous 13F +11,609 shares

    0.01% of the 13F portfolio, value $26,143,287.

    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 122,991 shares
    Change vs previous 13F +2,078 shares

    0.01% of the 13F portfolio, value $23,141,981.

    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 120,913 shares
    Change vs previous 13F +177 shares

    0.01% of the 13F portfolio, value $22,384,536.

    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 120,736 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $22,854,186.

    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).