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Disclosery

BANK OF MONTREAL /CAN/: XYLD position timeline

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

BANK OF MONTREAL /CAN/ held 28,711 XYLD 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 28,711 shares
    Change vs previous 13F -55 shares

    <0.01% of the 13F portfolio, value $1,171,122.

    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 28,766 shares
    Change vs previous 13F -202 shares

    <0.01% of the 13F portfolio, value $1,125,614.

    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 28,968 shares
    Change vs previous 13F +9,307 shares

    <0.01% of the 13F portfolio, value $1,176,970.

    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 19,661 shares
    Change vs previous 13F +244 shares

    <0.01% of the 13F portfolio, value $771,886.

    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 19,417 shares
    Change vs previous 13F +750 shares

    <0.01% of the 13F portfolio, value $756,098.

    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 18,667 shares
    Change vs previous 13F -219 shares

    <0.01% of the 13F portfolio, value $737,159.

    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 18,886 shares
    Change vs previous 13F -65 shares

    <0.01% of the 13F portfolio, value $791,324.

    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 18,951 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $785,330.

    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).