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Disclosery

BANK OF MONTREAL /CAN/: IYH position timeline

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

BANK OF MONTREAL /CAN/ held 81,135 IYH 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 81,135 shares
    Change vs previous 13F -5,675 shares

    <0.01% of the 13F portfolio, value $5,436,857.

    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 86,810 shares
    Change vs previous 13F -13,509 shares

    <0.01% of the 13F portfolio, value $5,350,968.

    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 100,319 shares
    Change vs previous 13F +6,737 shares

    <0.01% of the 13F portfolio, value $6,530,767.

    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 93,582 shares
    Change vs previous 13F -2,242 shares

    <0.01% of the 13F portfolio, value $5,495,135.

    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 95,824 shares
    Change vs previous 13F +6,837 shares

    <0.01% of the 13F portfolio, value $5,412,139.

    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 88,987 shares
    Change vs previous 13F -4,389 shares

    <0.01% of the 13F portfolio, value $5,418,418.

    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 93,376 shares
    Change vs previous 13F -331,152 shares

    <0.01% of the 13F portfolio, value $5,441,020.

    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 424,528 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $27,428,755.

    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).