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BANK OF MONTREAL /CAN/: WSM position timeline

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

BANK OF MONTREAL /CAN/ held 131,659 WSM 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 131,659 shares
    Change vs previous 13F +24,821 shares

    0.01% of the 13F portfolio, value $30,689,764.

    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 106,838 shares
    Change vs previous 13F -15,526 shares

    0.01% of the 13F portfolio, value $19,479,798.

    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 122,364 shares
    Change vs previous 13F +11,815 shares

    0.01% of the 13F portfolio, value $21,852,998.

    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 110,549 shares
    Change vs previous 13F +12,600 shares

    0.01% of the 13F portfolio, value $21,606,802.

    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 97,949 shares
    Change vs previous 13F -15,926 shares

    0.01% of the 13F portfolio, value $16,001,927.

    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 113,875 shares
    Change vs previous 13F +51,350 shares

    0.01% of the 13F portfolio, value $18,003,637.

    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 62,525 shares
    Change vs previous 13F -240 shares

    0.01% of the 13F portfolio, value $11,578,380.

    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 62,765 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $9,687,779.

    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).