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Disclosery

BANK OF MONTREAL /CAN/: WERN position timeline

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

BANK OF MONTREAL /CAN/ held 5,068 WERN 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 5,068 shares
    Change vs previous 13F +5,068 shares

    <0.01% of the 13F portfolio, value $221,016.

    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 ended2025-09-30
    13F 0 shares
    Change vs previous 13F -9,536 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-06-30
    13F 9,536 shares
    Change vs previous 13F -266 shares

    <0.01% of the 13F portfolio, value $260,905.

    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).

  4. period ended2025-03-31
    13F 9,802 shares
    Change vs previous 13F +3,041 shares

    <0.01% of the 13F portfolio, value $287,199.

    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).

  5. period ended2024-12-31
    13F 6,761 shares
    Change vs previous 13F +485 shares

    <0.01% of the 13F portfolio, value $242,855.

    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).

  6. period ended2024-09-30
    13F 6,276 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $242,066.

    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).