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Disclosery

BANK OF MONTREAL /CAN/: XLV position timeline

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

BANK OF MONTREAL /CAN/ held 337,628 XLV 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 337,628 shares
    Change vs previous 13F -143,265 shares

    0.02% of the 13F portfolio, value $53,568,163.

    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 480,893 shares
    Change vs previous 13F -55,029 shares

    0.03% of the 13F portfolio, value $70,503,659.

    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 535,922 shares
    Change vs previous 13F +279,626 shares

    0.03% of the 13F portfolio, value $82,960,620.

    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 256,296 shares
    Change vs previous 13F -305,607 shares

    0.01% of the 13F portfolio, value $35,668,712.

    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 561,903 shares
    Change vs previous 13F +11,920 shares

    0.04% of the 13F portfolio, value $75,738,837.

    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 549,983 shares
    Change vs previous 13F +352,329 shares

    0.04% of the 13F portfolio, value $80,303,074.

    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 197,654 shares
    Change vs previous 13F -81,986 shares

    0.01% of the 13F portfolio, value $27,191,192.

    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 279,640 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $42,790,495.

    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).