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Disclosery

BANK OF MONTREAL /CAN/: IWN position timeline

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

BANK OF MONTREAL /CAN/ held 147,412 IWN 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 147,412 shares
    Change vs previous 13F -6,752 shares

    0.01% of the 13F portfolio, value $32,607,582.

    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 154,164 shares
    Change vs previous 13F -6,773 shares

    0.01% of the 13F portfolio, value $29,227,918.

    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 160,937 shares
    Change vs previous 13F -150 shares

    0.01% of the 13F portfolio, value $29,163,245.

    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 161,087 shares
    Change vs previous 13F +7,249 shares

    0.01% of the 13F portfolio, value $28,481,862.

    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 153,838 shares
    Change vs previous 13F -2,337 shares

    0.01% of the 13F portfolio, value $24,269,405.

    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 156,175 shares
    Change vs previous 13F -18,617 shares

    0.01% of the 13F portfolio, value $23,579,278.

    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 174,792 shares
    Change vs previous 13F -739 shares

    0.01% of the 13F portfolio, value $28,695,643.

    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 175,531 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $29,203,100.

    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).