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Midland Wealth Advisors LLC

SEC CIK
0001990058
Latest filing
Jul 24, 2026

BMO holding history

Bank of Montreal in every 13F filed by Midland 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
7
Since Q4 2023
Holdings of BMO by Midland Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−6,200−100.0%Sold outHolders
Q2 20256,200$685.9K<0.1%00.0%UnchangedHolders
Q1 20256,200$592.2K<0.1%00.0%UnchangedHolders
Q4 20246,200$601.7K<0.1%00.0%UnchangedHolders
Q3 20246,200$559.2K<0.1%00.0%UnchangedHolders
Q2 20246,200$519.9K<0.1%−7,792−55.7%ReducedHolders
Q1 202413,992$1.37M0.1%00.0%UnchangedHolders
Q4 202313,992$1.38M0.1%–No prior filingHolders