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NAPLES GLOBAL ADVISORS, LLC: BMO position timeline

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

NAPLES GLOBAL ADVISORS, LLC held 17,310 BMO shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,310 shares
    Change vs previous 13F -50 shares

    0.19% of the 13F portfolio, value $3,058,631.

    13F-HR 0001582151-26-000007 filed by NAPLES GLOBAL ADVISORS, 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 17,360 shares
    Change vs previous 13F -420 shares

    0.17% of the 13F portfolio, value $2,349,467.

    13F-HR 0001582151-26-000002 filed by NAPLES GLOBAL 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 ended2025-12-31
    13F 17,780 shares
    Change vs previous 13F +80 shares

    0.17% of the 13F portfolio, value $2,307,632.

    13F-HR 0001582151-26-000001 filed by NAPLES GLOBAL 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 ended2025-09-30
    13F 17,700 shares
    Change vs previous 13F -145 shares

    0.18% of the 13F portfolio, value $2,305,371.

    13F-HR 0001582151-25-000008 filed by NAPLES GLOBAL 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 17,845 shares
    Change vs previous 13F -120 shares

    0.17% of the 13F portfolio, value $1,974,147.

    13F-HR 0001582151-25-000003 filed by NAPLES GLOBAL ADVISORS, 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 17,965 shares
    Change vs previous 13F -250 shares

    0.16% of the 13F portfolio, value $1,715,798.

    13F-HR 0001582151-25-000002 filed by NAPLES GLOBAL ADVISORS, 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 18,215 shares
    Change vs previous 13F +4,165 shares

    0.17% of the 13F portfolio, value $1,767,726.

    13F-HR 0001582151-25-000001 filed by NAPLES GLOBAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 14,050 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,267,273.

    13F-HR 0001582151-24-000006 filed by NAPLES GLOBAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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