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Disclosery

MONTRUSCO BOLTON INVESTMENTS INC.: SYY position timeline

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

MONTRUSCO BOLTON INVESTMENTS INC. held 0 SYY shares at 2025-12-31 per its 13F-HR filed 2026-01-29.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -489,982 shares

    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).

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

  2. period ended2025-09-30
    13F 489,982 shares
    Change vs previous 13F -342,893 shares

    0.47% of the 13F portfolio, value $40,345,118.

    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).

  3. period ended2025-06-30
    13F 832,875 shares
    Change vs previous 13F +89,602 shares

    0.7% of the 13F portfolio, value $63,081,953.

    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).

  4. period ended2025-03-31
    13F 743,273 shares
    Change vs previous 13F -1,205,688 shares

    0.73% of the 13F portfolio, value $55,775,206.

    13F-HR 0001085146-25-002552 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 ended2024-12-31
    13F 1,948,961 shares
    Change vs previous 13F not available

    1.72% of the 13F portfolio, value $142,158,785.

    13F-HR 0001085146-25-000414 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).