Skip to content
Disclosery

FORM Wealth Advisors, LLC: BMO position timeline

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

FORM Wealth Advisors, LLC held 1,300 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 1,300 shares
    Change vs previous 13F -62 shares

    0.02% of the 13F portfolio, value $217,392.

    13F-HR 0002085853-26-001145 filed by FORM Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,362 shares
    Change vs previous 13F -165 shares

    0.03% of the 13F portfolio, value $240,630.

    13F-HR 0002085853-26-000683 filed by FORM Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 1,527 shares
    Change vs previous 13F -24 shares

    0.02% of the 13F portfolio, value $206,637.

    13F-HR 0002085853-26-000363 filed by FORM Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 1,551 shares
    Change vs previous 13F -381 shares

    0.02% of the 13F portfolio, value $201,279.

    13F-HR 0002085853-26-000123 filed by FORM Wealth Advisors, 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 1,932 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $213,715.

    13F-HR 0001667731-25-000840 filed by FORM Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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