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BANK OF MONTREAL /CAN/: WMB position timeline

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

BANK OF MONTREAL /CAN/ held 3,375,356 WMB 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 3,375,356 shares
    Change vs previous 13F +461,171 shares

    0.09% of the 13F portfolio, value $250,923,970.

    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 2,914,185 shares
    Change vs previous 13F +138,475 shares

    0.09% of the 13F portfolio, value $212,094,360.

    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 2,775,710 shares
    Change vs previous 13F +3,038 shares

    0.07% of the 13F portfolio, value $166,847,910.

    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 2,772,672 shares
    Change vs previous 13F -213,600 shares

    0.07% of the 13F portfolio, value $175,648,779.

    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 2,986,272 shares
    Change vs previous 13F -316,537 shares

    0.09% of the 13F portfolio, value $187,567,722.

    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 3,302,809 shares
    Change vs previous 13F +716,556 shares

    0.1% of the 13F portfolio, value $197,375,873.

    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 2,586,253 shares
    Change vs previous 13F -202,264 shares

    0.07% of the 13F portfolio, value $139,968,025.

    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 2,788,517 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $125,929,434.

    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).