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180 Wealth Advisors, LLC

SEC CIK
0001730817
Latest filing
Jul 7, 2026

BMO holding history

Bank of Montreal in every 13F filed by 180 Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BMO overviewAll 13F holders of BMOFull Q2 2026 holdings

Shares (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
12
Since Q2 2022
Holdings of BMO by 180 Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−2,081−100.0%Sold outHolders
Q2 20252,081$230.2K<0.1%+2,081NewHolders
Q1 20250$00.0%−2,236−100.0%Sold outHolders
Q4 20242,236$217.0K<0.1%−206−8.4%ReducedHolders
Q3 20242,442$220.3K<0.1%−89−3.5%ReducedHolders
Q2 20242,531$216.9K<0.1%−277−9.9%ReducedHolders
Q1 20242,808$274.3K<0.1%−329−10.5%ReducedHolders
Q4 20233,137$307.1K0.1%−550−14.9%ReducedHolders
Q3 20233,687$311.1K0.1%+239+6.9%AddedHolders
Q2 20233,448$314.6K0.1%−268−7.2%ReducedHolders
Q1 20233,716$331.1K0.1%−256−6.4%ReducedHolders
Q4 20223,972$403.1K0.1%−333−7.7%ReducedHolders
Q3 20224,305$377.0K0.1%+2,033+89.5%AddedHolders
Q2 20222,272$220.0K0.1%+2,272NewHolders