Aviso Financial Inc.: BMO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aviso Financial Inc. on BMO, newest first. How the timeline and the estimate are built.
Aviso Financial Inc. held 973,584 BMO shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 973,584 sharesChange vs previous 13F -25,717 shares
5.98% of the 13F portfolio, value $171,998,238.
13F-HR 0002033534-26-000006 filed by Aviso Financial Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 999,301 sharesChange vs previous 13F -23,015 shares
4.8% of the 13F portfolio, value $135,216,010.
13F-HR 0002033534-26-000005 filed by Aviso Financial Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,022,316 sharesChange vs previous 13F +20,217 shares
5.05% of the 13F portfolio, value $132,770,730.
13F-HR 0002033534-26-000004 filed by Aviso Financial Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,002,099 sharesChange vs previous 13F +195,154 shares
5.31% of the 13F portfolio, value $130,600,541.
13F-HR 0002033534-25-000008 filed by Aviso Financial Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 806,945 sharesChange vs previous 13F -234,787 shares
4.03% of the 13F portfolio, value $89,409,742.
13F-HR 0002033536-25-000067 filed by Aviso Financial Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,041,732 sharesChange vs previous 13F +13,860 shares
4.91% of the 13F portfolio, value $99,516,726.
13F-HR 0002033536-25-000005 filed by Aviso Financial Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,027,872 sharesChange vs previous 13F +23,681 shares
5.04% of the 13F portfolio, value $99,763,206.
13F-HR 0002033534-25-000001 filed by Aviso Financial Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,004,191 sharesChange vs previous 13F not available
4.49% of the 13F portfolio, value $90,631,171.
13F-HR 0002033534-24-000003 filed by Aviso Financial Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).