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BANK OF MONTREAL /CAN/: WT position timeline

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

BANK OF MONTREAL /CAN/ held 15,059 WT 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 15,059 shares
    Change vs previous 13F +1,282 shares

    <0.01% of the 13F portfolio, value $255,099.

    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 13,777 shares
    Change vs previous 13F +1,370 shares

    <0.01% of the 13F portfolio, value $200,594.

    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 12,407 shares
    Change vs previous 13F -602 shares

    <0.01% of the 13F portfolio, value $151,242.

    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 13,009 shares
    Change vs previous 13F -9,760 shares

    <0.01% of the 13F portfolio, value $180,825.

    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 22,769 shares
    Change vs previous 13F +12 shares

    <0.01% of the 13F portfolio, value $262,071.

    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 22,757 shares
    Change vs previous 13F +4,055 shares

    <0.01% of the 13F portfolio, value $202,993.

    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 18,702 shares
    Change vs previous 13F +1,951 shares

    <0.01% of the 13F portfolio, value $196,371.

    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 16,751 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $168,850.

    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).