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Disclosery

BANK OF MONTREAL /CAN/: WAL position timeline

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

BANK OF MONTREAL /CAN/ held 1,814,642 WAL 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 1,814,642 shares
    Change vs previous 13F -54,030 shares

    0.06% of the 13F portfolio, value $149,163,573.

    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 1,868,672 shares
    Change vs previous 13F +474,652 shares

    0.06% of the 13F portfolio, value $132,395,411.

    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 1,394,020 shares
    Change vs previous 13F +214,502 shares

    0.05% of the 13F portfolio, value $117,195,261.

    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 1,179,518 shares
    Change vs previous 13F +310,826 shares

    0.04% of the 13F portfolio, value $86,034,043.

    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 868,692 shares
    Change vs previous 13F +58,660 shares

    0.03% of the 13F portfolio, value $67,740,603.

    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 810,032 shares
    Change vs previous 13F +388,210 shares

    0.03% of the 13F portfolio, value $62,234,758.

    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 421,822 shares
    Change vs previous 13F +382,513 shares

    0.02% of the 13F portfolio, value $35,239,011.

    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 39,309 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,364,066.

    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).