Wealthsimple Inc.

SEC CIK: 0001915565
Latest filing: Nov 8, 2022

SEC filings (opens in a new tab)

BMO holding history

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

BMO overview All 13F holders of BMO Full Q3 2022 holdings

Shares (Q3 2022): 2,013
Value: $337.0K
% of portfolio: <0.1%
Quarters held: 4; Since Q4 2021

Holdings of BMO by Wealthsimple Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2022	2,013	$337.0K	<0.1%	+50+2.5%	Added	Holders
Q2 2022	1,963	$243.0K	<0.1%	−115−5.5%	Reduced	Holders
Q1 2022	2,078	$306.0K	<0.1%	+166+8.7%	Added	Holders
Q4 2021	1,912	$206.0K	<0.1%	–	No prior filing	Holders