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Disclosery

BANK OF MONTREAL /CAN/: IX position timeline

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

BANK OF MONTREAL /CAN/ held 38,623 IX 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 38,623 shares
    Change vs previous 13F +12,616 shares

    <0.01% of the 13F portfolio, value $1,469,220.

    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 26,007 shares
    Change vs previous 13F +18,936 shares

    <0.01% of the 13F portfolio, value $779,950.

    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 7,071 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $206,614.

    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).