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Disclosery

BANK OF MONTREAL /CAN/: XBI position timeline

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

BANK OF MONTREAL /CAN/ held 789,273 XBI 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 789,273 shares
    Change vs previous 13F -45,357 shares

    0.05% of the 13F portfolio, value $124,902,394.

    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 834,630 shares
    Change vs previous 13F +672,007 shares

    0.04% of the 13F portfolio, value $106,607,336.

    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 162,623 shares
    Change vs previous 13F +48,193 shares

    0.01% of the 13F portfolio, value $19,828,668.

    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 114,430 shares
    Change vs previous 13F -26,128 shares

    <0.01% of the 13F portfolio, value $11,465,932.

    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 140,558 shares
    Change vs previous 13F -14,867 shares

    0.01% of the 13F portfolio, value $11,656,507.

    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 155,425 shares
    Change vs previous 13F -93,164 shares

    0.01% of the 13F portfolio, value $12,604,996.

    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 248,589 shares
    Change vs previous 13F +4,793 shares

    0.01% of the 13F portfolio, value $22,387,955.

    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 243,796 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $23,996,872.

    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).