Skip to content
Disclosery

DAVENPORT & Co LLC: BMO position timeline

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

DAVENPORT & Co LLC held 1,191 BMO shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,191 shares
    Change vs previous 13F -17,877 shares

    <0.01% of the 13F portfolio, value $210,450.

    13F-HR 0000887777-26-000016 filed by DAVENPORT & Co LLC
    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 19,068 shares
    Change vs previous 13F -5,647 shares

    0.01% of the 13F portfolio, value $2,580,688.

    13F-HR 0000887777-26-000010 filed by DAVENPORT & Co LLC
    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 24,715 shares
    Change vs previous 13F -6,890 shares

    0.02% of the 13F portfolio, value $3,207,807.

    13F-HR 0000887777-26-000002 filed by DAVENPORT & Co LLC
    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 31,605 shares
    Change vs previous 13F +803 shares

    0.02% of the 13F portfolio, value $4,116,555.

    13F-HR 0000887777-25-000032 filed by DAVENPORT & Co LLC
    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 30,802 shares
    Change vs previous 13F +779 shares

    0.02% of the 13F portfolio, value $3,407,668.

    13F-HR 0001085146-25-004036 filed by DAVENPORT & Co LLC
    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 30,023 shares
    Change vs previous 13F +1,042 shares

    0.02% of the 13F portfolio, value $2,867,523.

    13F-HR 0001085146-25-002387 filed by DAVENPORT & Co LLC
    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 28,981 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,812,575.

    13F-HR 0001085146-25-000466 filed by DAVENPORT & Co LLC
    Filed (acceptance time not in the bulk data set), ingested

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