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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

  1. period ended2026-06-30
    13F 973,584 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 999,301 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,022,316 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,002,099 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 806,945 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,041,732 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,027,872 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,004,191 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).