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Disclosery

BANK OF MONTREAL /CAN/: IYZ position timeline

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

BANK OF MONTREAL /CAN/ held 42,676 IYZ 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 42,676 shares
    Change vs previous 13F -2,565 shares

    <0.01% of the 13F portfolio, value $1,805,622.

    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 45,241 shares
    Change vs previous 13F -12,844 shares

    <0.01% of the 13F portfolio, value $1,778,876.

    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 58,085 shares
    Change vs previous 13F +20,696 shares

    <0.01% of the 13F portfolio, value $1,969,082.

    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 37,389 shares
    Change vs previous 13F -8,750 shares

    <0.01% of the 13F portfolio, value $1,206,169.

    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 46,139 shares
    Change vs previous 13F +10,672 shares

    <0.01% of the 13F portfolio, value $1,374,019.

    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 35,467 shares
    Change vs previous 13F -87,029 shares

    <0.01% of the 13F portfolio, value $971,442.

    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 122,496 shares
    Change vs previous 13F -1,402 shares

    <0.01% of the 13F portfolio, value $3,286,567.

    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 123,898 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,132,142.

    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).