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Disclosery

BANK OF MONTREAL /CAN/: XLI position timeline

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

BANK OF MONTREAL /CAN/ held 1,775,629 XLI 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 1,775,629 shares
    Change vs previous 13F -54,089 shares

    0.12% of the 13F portfolio, value $328,899,769.

    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 1,829,718 shares
    Change vs previous 13F +431,305 shares

    0.12% of the 13F portfolio, value $295,920,269.

    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 1,398,413 shares
    Change vs previous 13F +45,105 shares

    0.09% of the 13F portfolio, value $216,921,770.

    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 1,353,308 shares
    Change vs previous 13F +1,022,369 shares

    0.09% of the 13F portfolio, value $208,720,753.

    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 330,939 shares
    Change vs previous 13F -10,969 shares

    0.02% of the 13F portfolio, value $48,820,076.

    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 341,908 shares
    Change vs previous 13F -458,383 shares

    0.02% of the 13F portfolio, value $44,813,861.

    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 800,291 shares
    Change vs previous 13F -4,371 shares

    0.05% of the 13F portfolio, value $105,446,293.

    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 804,662 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $108,492,611.

    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).