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Disclosery

BANK OF MONTREAL /CAN/: WFG position timeline

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

BANK OF MONTREAL /CAN/ held 831,932 WFG 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 831,932 shares
    Change vs previous 13F -14,737 shares

    0.02% of the 13F portfolio, value $56,262,145.

    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 846,669 shares
    Change vs previous 13F -1,392,316 shares

    0.02% of the 13F portfolio, value $55,310,893.

    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 2,238,985 shares
    Change vs previous 13F -166,899 shares

    0.01% of the 13F portfolio, value $36,932,461.

    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 2,405,884 shares
    Change vs previous 13F +130,656 shares

    0.07% of the 13F portfolio, value $163,519,535.

    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 2,275,228 shares
    Change vs previous 13F +178,789 shares

    0.08% of the 13F portfolio, value $166,954,162.

    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 2,096,439 shares
    Change vs previous 13F -54,324 shares

    0.08% of the 13F portfolio, value $161,049,323.

    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 2,150,763 shares
    Change vs previous 13F -148,084 shares

    0.09% of the 13F portfolio, value $186,116,259.

    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 2,298,847 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $221,333,519.

    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).