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Disclosery

BANK OF MONTREAL /CAN/: IWS position timeline

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

BANK OF MONTREAL /CAN/ held 86,319 IWS 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 86,319 shares
    Change vs previous 13F +1,112 shares

    0.01% of the 13F portfolio, value $14,208,084.

    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 85,207 shares
    Change vs previous 13F -5,100 shares

    0.01% of the 13F portfolio, value $12,418,000.

    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 90,307 shares
    Change vs previous 13F +5,552 shares

    0.01% of the 13F portfolio, value $12,737,830.

    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 84,755 shares
    Change vs previous 13F -8,190 shares

    <0.01% of the 13F portfolio, value $11,837,761.

    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 92,945 shares
    Change vs previous 13F -1,139 shares

    0.01% of the 13F portfolio, value $12,281,711.

    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 94,084 shares
    Change vs previous 13F -2,209 shares

    0.01% of the 13F portfolio, value $11,851,785.

    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 96,293 shares
    Change vs previous 13F -975 shares

    0.01% of the 13F portfolio, value $12,454,501.

    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 97,268 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $12,839,377.

    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).