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Disclosery

BANK OF MONTREAL /CAN/: WELL position timeline

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

BANK OF MONTREAL /CAN/ held 615,146 WELL 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 615,146 shares
    Change vs previous 13F +22,942 shares

    0.05% of the 13F portfolio, value $139,619,597.

    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 592,204 shares
    Change vs previous 13F +50,663 shares

    0.05% of the 13F portfolio, value $117,084,733.

    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 541,541 shares
    Change vs previous 13F +37,493 shares

    0.04% of the 13F portfolio, value $100,515,465.

    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 504,048 shares
    Change vs previous 13F +78,435 shares

    0.04% of the 13F portfolio, value $89,791,110.

    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 425,613 shares
    Change vs previous 13F -89,604 shares

    0.03% of the 13F portfolio, value $65,429,487.

    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 515,217 shares
    Change vs previous 13F -109,990 shares

    0.04% of the 13F portfolio, value $78,936,396.

    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 625,207 shares
    Change vs previous 13F -100,923 shares

    0.04% of the 13F portfolio, value $78,794,839.

    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 726,130 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $92,363,736.

    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).