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Disclosery

BANK OF MONTREAL /CAN/: WMS position timeline

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

BANK OF MONTREAL /CAN/ held 15,230 WMS 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 15,230 shares
    Change vs previous 13F -1,500 shares

    <0.01% of the 13F portfolio, value $2,390,500.

    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 16,730 shares
    Change vs previous 13F +2,361 shares

    <0.01% of the 13F portfolio, value $2,294,184.

    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 14,369 shares
    Change vs previous 13F -200 shares

    <0.01% of the 13F portfolio, value $2,081,062.

    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 14,569 shares
    Change vs previous 13F +4,374 shares

    <0.01% of the 13F portfolio, value $2,020,720.

    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 10,195 shares
    Change vs previous 13F -8,233 shares

    <0.01% of the 13F portfolio, value $1,170,998.

    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 18,428 shares
    Change vs previous 13F +3,676 shares

    <0.01% of the 13F portfolio, value $2,002,203.

    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 14,752 shares
    Change vs previous 13F -59,816 shares

    <0.01% of the 13F portfolio, value $1,705,330.

    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 74,568 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $11,952,506.

    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).