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Disclosery

BANK OF MONTREAL /CAN/: WSFS position timeline

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

BANK OF MONTREAL /CAN/ held 4,074 WSFS 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 4,074 shares
    Change vs previous 13F +155 shares

    <0.01% of the 13F portfolio, value $312,599.

    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 3,919 shares
    Change vs previous 13F +274 shares

    <0.01% of the 13F portfolio, value $256,538.

    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 3,645 shares
    Change vs previous 13F -145 shares

    <0.01% of the 13F portfolio, value $201,350.

    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 3,790 shares
    Change vs previous 13F -5,316 shares

    <0.01% of the 13F portfolio, value $204,395.

    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 9,106 shares
    Change vs previous 13F +100 shares

    <0.01% of the 13F portfolio, value $500,830.

    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 9,006 shares
    Change vs previous 13F +2,047 shares

    <0.01% of the 13F portfolio, value $467,141.

    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 6,959 shares
    Change vs previous 13F +720 shares

    <0.01% of the 13F portfolio, value $369,732.

    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 6,239 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $312,574.

    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).