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Disclosery

BANK OF MONTREAL /CAN/: SW position timeline

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

BANK OF MONTREAL /CAN/ held 523,612 SW 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 523,612 shares
    Change vs previous 13F -206,469 shares

    0.01% of the 13F portfolio, value $24,222,292.

    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 730,081 shares
    Change vs previous 13F +344,074 shares

    0.01% of the 13F portfolio, value $29,093,728.

    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 386,007 shares
    Change vs previous 13F -482,138 shares

    0.01% of the 13F portfolio, value $14,926,891.

    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 868,145 shares
    Change vs previous 13F +365,428 shares

    0.02% of the 13F portfolio, value $36,956,933.

    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 502,717 shares
    Change vs previous 13F +188,549 shares

    0.01% of the 13F portfolio, value $21,692,240.

    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 314,168 shares
    Change vs previous 13F -95,085 shares

    0.01% of the 13F portfolio, value $14,156,410.

    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 409,253 shares
    Change vs previous 13F +3,141 shares

    0.01% of the 13F portfolio, value $22,042,366.

    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 406,112 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $20,342,150.

    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).