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Disclosery

BANK OF MONTREAL /CAN/: IWR position timeline

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

BANK OF MONTREAL /CAN/ held 1,984,789 IWR 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 1,984,789 shares
    Change vs previous 13F +17,913 shares

    0.08% of the 13F portfolio, value $218,961,950.

    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 1,966,876 shares
    Change vs previous 13F +419,567 shares

    0.08% of the 13F portfolio, value $191,239,363.

    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 1,547,309 shares
    Change vs previous 13F +140,851 shares

    0.06% of the 13F portfolio, value $148,959,385.

    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 1,406,458 shares
    Change vs previous 13F +52,943 shares

    0.06% of the 13F portfolio, value $135,793,596.

    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 1,353,515 shares
    Change vs previous 13F +24,718 shares

    0.06% of the 13F portfolio, value $124,482,806.

    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 1,328,797 shares
    Change vs previous 13F +86,067 shares

    0.06% of the 13F portfolio, value $113,040,717.

    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 1,242,730 shares
    Change vs previous 13F +308,219 shares

    0.05% of the 13F portfolio, value $109,857,270.

    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 934,511 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $82,246,324.

    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).