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Disclosery

BANK OF MONTREAL /CAN/: IWV position timeline

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

BANK OF MONTREAL /CAN/ held 85,698 IWV 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 85,698 shares
    Change vs previous 13F +4,489 shares

    0.01% of the 13F portfolio, value $36,541,477.

    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 81,209 shares
    Change vs previous 13F -7,307 shares

    0.01% of the 13F portfolio, value $30,102,454.

    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 88,516 shares
    Change vs previous 13F -1,033 shares

    0.01% of the 13F portfolio, value $34,242,086.

    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 89,549 shares
    Change vs previous 13F -12,703 shares

    0.01% of the 13F portfolio, value $33,933,742.

    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 102,252 shares
    Change vs previous 13F -18,630 shares

    0.02% of the 13F portfolio, value $35,890,616.

    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 120,882 shares
    Change vs previous 13F +16,308 shares

    0.02% of the 13F portfolio, value $38,397,051.

    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 104,574 shares
    Change vs previous 13F +2,852 shares

    0.02% of the 13F portfolio, value $34,953,967.

    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 101,722 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $33,120,721.

    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).