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Disclosery

BANK OF MONTREAL /CAN/: XHB position timeline

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

BANK OF MONTREAL /CAN/ held 213,280 XHB 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 213,280 shares
    Change vs previous 13F -1,509 shares

    0.01% of the 13F portfolio, value $24,646,637.

    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 214,789 shares
    Change vs previous 13F +154,674 shares

    0.01% of the 13F portfolio, value $21,203,970.

    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 60,115 shares
    Change vs previous 13F +37,183 shares

    <0.01% of the 13F portfolio, value $6,189,440.

    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 22,932 shares
    Change vs previous 13F +18,984 shares

    <0.01% of the 13F portfolio, value $2,540,866.

    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 3,948 shares
    Change vs previous 13F -1,016 shares

    <0.01% of the 13F portfolio, value $389,154.

    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 4,964 shares
    Change vs previous 13F -1,338 shares

    <0.01% of the 13F portfolio, value $481,012.

    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 6,302 shares
    Change vs previous 13F -151,036 shares

    <0.01% of the 13F portfolio, value $658,560.

    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 157,338 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $19,552,401.

    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).