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Disclosery

BANK OF MONTREAL /CAN/: IWP position timeline

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

BANK OF MONTREAL /CAN/ held 166,511 IWP 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 166,511 shares
    Change vs previous 13F -10,970 shares

    0.01% of the 13F portfolio, value $24,378,820.

    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 177,481 shares
    Change vs previous 13F -14,726 shares

    0.01% of the 13F portfolio, value $22,738,906.

    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 192,207 shares
    Change vs previous 13F +37,395 shares

    0.01% of the 13F portfolio, value $26,320,855.

    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 154,812 shares
    Change vs previous 13F -1,957 shares

    0.01% of the 13F portfolio, value $22,046,719.

    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 156,769 shares
    Change vs previous 13F +6,493 shares

    0.01% of the 13F portfolio, value $21,740,793.

    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 150,276 shares
    Change vs previous 13F -3,188 shares

    0.01% of the 13F portfolio, value $17,655,969.

    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 153,464 shares
    Change vs previous 13F +351 shares

    0.01% of the 13F portfolio, value $19,451,593.

    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 153,113 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $17,950,975.

    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).