Skip to content
Disclosery

BANK OF MONTREAL /CAN/: XLY position timeline

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

BANK OF MONTREAL /CAN/ held 219,157 XLY 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 219,157 shares
    Change vs previous 13F +4,647 shares

    0.01% of the 13F portfolio, value $25,702,740.

    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 214,510 shares
    Change vs previous 13F +24,037 shares

    0.01% of the 13F portfolio, value $23,377,279.

    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 190,473 shares
    Change vs previous 13F +86,011 shares

    0.01% of the 13F portfolio, value $22,744,327.

    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 104,462 shares
    Change vs previous 13F +12,182 shares

    0.01% of the 13F portfolio, value $25,033,190.

    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 92,280 shares
    Change vs previous 13F +20,617 shares

    0.01% of the 13F portfolio, value $20,055,112.

    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 71,663 shares
    Change vs previous 13F +37,244 shares

    0.01% of the 13F portfolio, value $14,150,655.

    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 34,419 shares
    Change vs previous 13F -132 shares

    <0.01% of the 13F portfolio, value $7,721,957.

    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 34,551 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,939,248.

    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).