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Disclosery

BANK OF MONTREAL /CAN/: WM position timeline

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

BANK OF MONTREAL /CAN/ held 1,837,996 WM 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 1,837,996 shares
    Change vs previous 13F -19,152 shares

    0.15% of the 13F portfolio, value $409,652,656.

    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 1,857,148 shares
    Change vs previous 13F +296,397 shares

    0.18% of the 13F portfolio, value $426,754,070.

    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 1,560,751 shares
    Change vs previous 13F +86,429 shares

    0.14% of the 13F portfolio, value $342,912,434.

    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 1,474,322 shares
    Change vs previous 13F -691 shares

    0.13% of the 13F portfolio, value $325,574,463.

    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 1,475,013 shares
    Change vs previous 13F -104,051 shares

    0.17% of the 13F portfolio, value $337,512,282.

    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 1,579,064 shares
    Change vs previous 13F -162,656 shares

    0.19% of the 13F portfolio, value $365,569,098.

    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 1,741,720 shares
    Change vs previous 13F +37,550 shares

    0.17% of the 13F portfolio, value $351,461,673.

    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 1,704,170 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $350,224,062.

    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).