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Disclosery

Claret Asset Management Corp: BMO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Claret Asset Management Corp on BMO, newest first. How the timeline and the estimate are built.

Claret Asset Management Corp held 88,680 BMO shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 88,680 shares
    Change vs previous 13F +166 shares

    1.69% of the 13F portfolio, value $15,674,000.

    13F-HR 0001735513-26-000003 filed by Claret Asset Management Corp
    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 88,514 shares
    Change vs previous 13F -500 shares

    1.43% of the 13F portfolio, value $11,988,000.

    13F-HR 0001735513-26-000002 filed by Claret Asset Management Corp
    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 89,014 shares
    Change vs previous 13F +462 shares

    1.34% of the 13F portfolio, value $11,561,000.

    13F-HR 0001735513-26-000001 filed by Claret Asset Management Corp
    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 88,552 shares
    Change vs previous 13F +59 shares

    1.37% of the 13F portfolio, value $11,538,000.

    13F-HR 0001735513-25-000006 filed by Claret Asset Management Corp
    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 88,493 shares
    Change vs previous 13F +1,071 shares

    1.27% of the 13F portfolio, value $9,805,000.

    13F-HR 0001735513-25-000004 filed by Claret Asset Management Corp
    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 87,422 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $8,349,000.

    13F-HR 0001735513-25-000003 filed by Claret Asset Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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