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Disclosery

BANK OF MONTREAL /CAN/: IYR position timeline

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

BANK OF MONTREAL /CAN/ held 40,181 IYR 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 40,181 shares
    Change vs previous 13F -63,257 shares

    <0.01% of the 13F portfolio, value $4,108,533.

    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 103,438 shares
    Change vs previous 13F -8,625 shares

    <0.01% of the 13F portfolio, value $9,781,131.

    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 112,063 shares
    Change vs previous 13F +11,030 shares

    <0.01% of the 13F portfolio, value $10,521,583.

    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 101,033 shares
    Change vs previous 13F -2,737 shares

    <0.01% of the 13F portfolio, value $9,808,309.

    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 103,770 shares
    Change vs previous 13F +2,721 shares

    <0.01% of the 13F portfolio, value $9,834,298.

    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 101,049 shares
    Change vs previous 13F -16,057 shares

    0.01% of the 13F portfolio, value $9,675,467.

    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 117,106 shares
    Change vs previous 13F +7,892 shares

    0.01% of the 13F portfolio, value $10,897,849.

    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 109,214 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $11,046,982.

    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).