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Disclosery

BANK OF MONTREAL /CAN/: WTRG position timeline

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

BANK OF MONTREAL /CAN/ held 142,094 WTRG 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 142,094 shares
    Change vs previous 13F +5,895 shares

    <0.01% of the 13F portfolio, value $5,443,621.

    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 136,199 shares
    Change vs previous 13F -2,806 shares

    <0.01% of the 13F portfolio, value $5,484,733.

    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 139,005 shares
    Change vs previous 13F -15,781 shares

    <0.01% of the 13F portfolio, value $5,332,233.

    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 154,786 shares
    Change vs previous 13F +7,913 shares

    <0.01% of the 13F portfolio, value $6,175,961.

    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 146,873 shares
    Change vs previous 13F -3,311 shares

    <0.01% of the 13F portfolio, value $5,454,862.

    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 150,184 shares
    Change vs previous 13F -1,062 shares

    <0.01% of the 13F portfolio, value $5,936,773.

    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 151,246 shares
    Change vs previous 13F -453,908 shares

    <0.01% of the 13F portfolio, value $5,493,254.

    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 605,154 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $23,237,914.

    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).