ADVISOR PARTNERS LLC: BMO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ADVISOR PARTNERS LLC on BMO, newest first. How the timeline and the estimate are built.

ADVISOR PARTNERS LLC held 9,671 BMO shares at 2022-06-30 per its 13F-HR filed 2022-08-11.

the latest 13F is the newest step

period ended2022-06-30
13F 9,671 shares
Change vs previous 13F -202 shares
0.07% of the 13F portfolio, value $930,000.
13F-HR 0001725547-22-000146 filed by ADVISOR PARTNERS LLC
Filed 2022-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:03 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2022-03-31
13F 9,873 shares
Change vs previous 13F -403 shares
0.07% of the 13F portfolio, value $1,165,000.
13F-HR 0001456114-22-000004 filed by ADVISOR PARTNERS LLC
Filed 2022-04-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:57 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2021-12-31
13F 10,276 shares
Change vs previous 13F +172 shares
0.07% of the 13F portfolio, value $1,107,000.
13F-HR 0001456114-22-000001 filed by ADVISOR PARTNERS LLC
Filed 2022-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:36:54 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2021-09-30
13F 10,104 shares
Change vs previous 13F -152 shares
0.07% of the 13F portfolio, value $1,008,000.
13F-HR 0001456114-21-000008 filed by ADVISOR PARTNERS LLC
Filed 2021-11-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:37:51 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2021-06-30
13F 10,256 shares
Change vs previous 13F +2 shares
0.07% of the 13F portfolio, value $1,052,000.
13F-HR 0001456114-21-000007 filed by ADVISOR PARTNERS LLC
Filed 2021-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:38:33 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2021-03-31
13F/A 10,254 shares
Change vs previous 13F +769 shares
0.07% of the 13F portfolio, value $914,000.
13F-HR/A 0001456114-21-000004 filed by ADVISOR PARTNERS LLC
Filed 2021-06-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:39:37 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2020-12-31
13F/A 9,485 shares
Change vs previous 13F +364 shares
0.05% of the 13F portfolio, value $721,000.
13F-HR/A 0001456114-21-000002 filed by ADVISOR PARTNERS LLC
Filed 2021-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:42:52 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2020-09-30
13F/A 9,121 shares
Change vs previous 13F not available
0.05% of the 13F portfolio, value $533,000.
13F-HR/A 0001456114-20-000008 filed by ADVISOR PARTNERS LLC
Filed 2020-11-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:48:21 UTC
Acceptance time not in the bulk data set (spec §4.2).