Wealth Alliance
- SEC CIK
- 0001793904
- Latest filing
- Aug 11, 2026
BMO holding history
Bank of Montreal in every 13F filed by Wealth Alliance, 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 (Q2 2026)
- 0
- Sold out in Q2 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 7
- Since Q4 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 0 | $0 | 0.0% | −4,575−100.0% | Sold out | Holders |
| Q1 2026 | 4,575 | $619.2K | 0.1% | −1,850−28.8% | Reduced | Holders |
| Q4 2025 | 6,425 | $833.9K | 0.1% | −2,168−25.2% | Reduced | Holders |
| Q3 2025 | 8,593 | $1.12M | 0.1% | +420+5.1% | Added | Holders |
| Q2 2025 | 8,173 | $904.2K | 0.1% | +27+0.3% | Added | Holders |
| Q1 2025 | 8,146 | $778.0K | 0.1% | +142+1.8% | Added | Holders |
| Q4 2024 | 8,004 | $776.8K | 0.1% | +8,004 | New | Holders |
| Q1 2024 | 0 | $0 | 0.0% | −2,424−100.0% | Sold out | Holders |
| Q4 2023 | 2,424 | $239.8K | <0.1% | +2,424 | New | Holders |