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Disclosery

BANK OF MONTREAL /CAN/: WSO position timeline

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

BANK OF MONTREAL /CAN/ held 11,106 WSO 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 11,106 shares
    Change vs previous 13F -21 shares

    <0.01% of the 13F portfolio, value $4,628,203.

    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 11,127 shares
    Change vs previous 13F +179 shares

    <0.01% of the 13F portfolio, value $4,047,891.

    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 10,948 shares
    Change vs previous 13F +483 shares

    <0.01% of the 13F portfolio, value $3,688,929.

    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 10,465 shares
    Change vs previous 13F -412 shares

    <0.01% of the 13F portfolio, value $4,231,001.

    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 10,877 shares
    Change vs previous 13F -875 shares

    <0.01% of the 13F portfolio, value $4,803,502.

    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 11,752 shares
    Change vs previous 13F +128 shares

    <0.01% of the 13F portfolio, value $5,973,542.

    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 11,624 shares
    Change vs previous 13F +462 shares

    <0.01% of the 13F portfolio, value $5,508,497.

    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 11,162 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,536,129.

    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).