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Disclosery

BANK OF MONTREAL /CAN/: WFRD position timeline

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

BANK OF MONTREAL /CAN/ held 8,766 WFRD 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 8,766 shares
    Change vs previous 13F +83 shares

    <0.01% of the 13F portfolio, value $714,430.

    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 8,683 shares
    Change vs previous 13F +596 shares

    <0.01% of the 13F portfolio, value $821,239.

    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 8,087 shares
    Change vs previous 13F -8,357 shares

    <0.01% of the 13F portfolio, value $632,889.

    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 16,444 shares
    Change vs previous 13F -8,183 shares

    <0.01% of the 13F portfolio, value $1,125,263.

    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 24,627 shares
    Change vs previous 13F -4,481 shares

    <0.01% of the 13F portfolio, value $1,238,984.

    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 29,108 shares
    Change vs previous 13F +13,126 shares

    <0.01% of the 13F portfolio, value $1,558,734.

    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 15,982 shares
    Change vs previous 13F +9,607 shares

    <0.01% of the 13F portfolio, value $1,144,789.

    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 6,375 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $542,959.

    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).