BANK OF MONTREAL /CAN/ - MICROSE LKD 43 (WTID)

CUSIP: 06368L403

Q3 2023 13F Holders as of 30 Sep 2023

Security type / class
Equity / MICROSE LKD 43
Total 13F shares
1,038
Total 13F value
$20,572
Share change
+30
SEC-reported price per share
$19.82
Number of holders
1
Value change
+$595
Number of buys
1

Security key

06368L403

Report period

Q3 2023

Institutions

1

Top holders

1

WTID full security history Ownership snapshot Full 13F holder table Newer quarter: Q4 2023 Previous quarter: Q2 2023 BANK OF MONTREAL /CAN/ SEC filings BANK OF MONTREAL /CAN/ company facts BANK OF MONTREAL /CAN/ 13D/G history

Broader feeds

Latest 13F filings Latest 13D/G filings Investors directory

Ownership snapshot

Top reported holders of WTID - BANK OF MONTREAL /CAN/ - MICROSE LKD 43 (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
VANGUARD GROUP INC
Disclosed value leader
VANGUARD GROUP INC
Comparable rows
15/15
Latest evidence
30 Jun 2023
13F Lead comparable stake: 3.7% Showing 1-6 of 15 holder rows.

Quick read

VANGUARD GROUP INC leads the comparable SEC ownership view at 3.7%.

15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens VANGUARD GROUP INC's linked filing trail.
Comparable ownership Top 5
VANGUARD GROUP INC 3.7%
BANK OF MONTREAL /CAN/ 3.6%
TD ASSET MANAGEMENT INC 2.2%
CIBC WORLD MARKET INC. 1.9%
MACKENZIE FINANCIAL CORP 1.9%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
VANGUARD GROUP INC
13F
Company
13F
3.7%
$2,413,302,833
26,722,432 shares
 — 30 Jun 2023
BANK OF MONTREAL /CAN/
13F
Company
13F
3.6%
$2,373,663,924
26,267,477 shares
 — 30 Jun 2023
TD ASSET MANAGEMENT INC
13F
Company
13F
2.2%
$1,468,493,502
16,241,926 shares
 — 30 Jun 2023
CIBC WORLD MARKET INC.
13F
Company
13F
1.9%
$1,278,740,000
14,146,914 shares
 — 30 Jun 2023
MACKENZIE FINANCIAL CORP
13F
Company
13F
1.9%
$1,236,042,297
13,688,001 shares
 — 30 Jun 2023
BANK OF NOVA SCOTIA
13F
Company
13F
1.8%
$1,207,789,066
13,366,670 shares
 — 30 Jun 2023
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q3 2023

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
1
Shares
1,038
Rows available
1
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q3 2023 vs Q2 2023 Across Filers

Q2 2023 holders
1
Q3 2023 holders
1
Holder diff
0
Investor Q2 2023 Shares Q3 2023 Shares Share Diff Share Chg % Q2 2023 value Q3 2023 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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