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Disclosery

MONTRUSCO BOLTON INVESTMENTS INC.: CBZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MONTRUSCO BOLTON INVESTMENTS INC. on CBZ, newest first. How the timeline and the estimate are built.

MONTRUSCO BOLTON INVESTMENTS INC. held 0 CBZ 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 0 shares
    Change vs previous 13F -342,221 shares

    13F-HR 0001475940-26-000009 filed by MONTRUSCO BOLTON INVESTMENTS INC.
    Accepted , ingested

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

  2. period ended2026-06-30
    13F 342,221 shares
    Change vs previous 13F +2,200 shares

    0.17% of the 13F portfolio, value $10,978,450.

    13F-HR 0001475940-26-000006 filed by MONTRUSCO BOLTON INVESTMENTS INC.
    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 340,021 shares
    Change vs previous 13F +44,900 shares

    0.14% of the 13F portfolio, value $9,129,564.

    13F-HR 0001475940-26-000003 filed by MONTRUSCO BOLTON INVESTMENTS INC.
    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 295,121 shares
    Change vs previous 13F +18,300 shares

    0.19% of the 13F portfolio, value $14,888,854.

    13F-HR 0001475940-26-000001 filed by MONTRUSCO BOLTON INVESTMENTS INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 276,821 shares
    Change vs previous 13F +43,431 shares

    0.17% of the 13F portfolio, value $14,660,440.

    13F-HR 0001475940-25-000002 filed by MONTRUSCO BOLTON INVESTMENTS INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 233,390 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $16,736,397.

    13F-HR 0001085146-25-004174 filed by MONTRUSCO BOLTON INVESTMENTS INC.
    Filed (acceptance time not in the bulk data set), ingested

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