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Disclosery

First Affirmative Financial Network: BMO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of First Affirmative Financial Network on BMO, newest first. How the timeline and the estimate are built.

First Affirmative Financial Network held 2,148 BMO shares at 2026-03-31 per its 13F-HR/A filed 2026-05-11.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F/A 2,148 shares
    Change vs previous 13F +167 shares

    0.11% of the 13F portfolio, value $290,749.

    13F-HR/A 0001656282-26-000005 filed by First Affirmative Financial Network
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 1,981 shares
    Change vs previous 13F +25 shares

    0.12% of the 13F portfolio, value $258,023.

    13F-HR 0001656282-25-000008 filed by First Affirmative Financial Network
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 1,956 shares
    Change vs previous 13F +1,956 shares

    0.11% of the 13F portfolio, value $216,383.

    13F-HR 0001656282-25-000007 filed by First Affirmative Financial Network
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -2,096 shares

    13F-HR 0001656282-25-000004 filed by First Affirmative Financial Network
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2024-12-31
    13F 2,096 shares
    Change vs previous 13F -390 shares

    0.12% of the 13F portfolio, value $203,435.

    13F-HR 0001656282-25-000001 filed by First Affirmative Financial Network
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 2,486 shares
    Change vs previous 13F -903 shares

    0.12% of the 13F portfolio, value $224,214.

    13F-HR 0001656282-24-000010 filed by First Affirmative Financial Network
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 3,389 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $284,138.

    13F-HR 0001656282-24-000004 filed by First Affirmative Financial Network
    Filed (acceptance time not in the bulk data set), ingested

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