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BANK OF MONTREAL /CAN/: IWO position timeline

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

BANK OF MONTREAL /CAN/ held 80,572 IWO 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 80,572 shares
    Change vs previous 13F +2,288 shares

    0.01% of the 13F portfolio, value $31,742,146.

    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 78,284 shares
    Change vs previous 13F -569 shares

    0.01% of the 13F portfolio, value $24,566,303.

    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 78,853 shares
    Change vs previous 13F -374 shares

    0.01% of the 13F portfolio, value $25,470,459.

    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 79,227 shares
    Change vs previous 13F +3,569 shares

    0.01% of the 13F portfolio, value $25,355,951.

    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 75,658 shares
    Change vs previous 13F -1,804 shares

    0.01% of the 13F portfolio, value $21,627,719.

    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 77,462 shares
    Change vs previous 13F -4,637 shares

    0.01% of the 13F portfolio, value $19,793,972.

    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 82,099 shares
    Change vs previous 13F +157 shares

    0.01% of the 13F portfolio, value $23,629,851.

    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 81,942 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $23,224,105.

    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).