Burkett Asset Management Ltd: BMO position timeline

Burkett Asset Management Ltd held 20,836 BMO shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 20,836 shares

   Change vs previous 13F -594 shares

   3.29% of the 13F portfolio, value $3,494,744.

   13F-HR 0001085146-26-000885 filed by Burkett Asset Management Ltd
   Accepted 2026-10-10 01:04:57 UTC, ingested 2026-10-13 10:02:14 UTC

2. period ended2026-06-30

   13F 21,430 shares

   Change vs previous 13F -3,103 shares

   3.53% of the 13F portfolio, value $3,780,336.

   13F-HR 0002109360-26-000003 filed by Burkett Asset Management Ltd
   Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 24,533 shares

   Change vs previous 13F +833 shares

   3.27% of the 13F portfolio, value $3,316,241.

   13F-HR 0002109360-26-000002 filed by Burkett Asset Management Ltd
   Filed 2026-05-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 23,700 shares

   Change vs previous 13F not available

   3.12% of the 13F portfolio, value $3,082,245.

   13F-HR 0002109360-26-000001 filed by Burkett Asset Management Ltd
   Filed 2026-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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