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Disclosery

NorthRock Partners, LLC: BMO position timeline

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

NorthRock Partners, LLC held 18,316 BMO shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,316 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $3,236,437.

    13F-HR 0001172661-26-003263 filed by NorthRock Partners, 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 18,316 shares
    Change vs previous 13F +1,130 shares

    0.04% of the 13F portfolio, value $2,478,887.

    13F-HR 0001172661-26-002224 filed by NorthRock Partners, 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 17,186 shares
    Change vs previous 13F -393 shares

    0.04% of the 13F portfolio, value $2,230,571.

    13F-HR 0001172661-26-001063 filed by NorthRock Partners, 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 17,579 shares
    Change vs previous 13F -197 shares

    0.04% of the 13F portfolio, value $2,289,665.

    13F-HR 0001172661-25-004787 filed by NorthRock Partners, 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/A 17,776 shares
    Change vs previous 13F -377 shares

    0.05% of the 13F portfolio, value $1,966,559.

    13F-HR/A 0001172661-25-004912 filed by NorthRock Partners, 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 18,153 shares
    Change vs previous 13F +212 shares

    0.06% of the 13F portfolio, value $1,733,793.

    13F-HR 0001398344-25-008966 filed by NorthRock Partners, 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/A 17,941 shares
    Change vs previous 13F -15 shares

    0.06% of the 13F portfolio, value $1,741,174.

    13F-HR/A 0001398344-25-007448 filed by NorthRock Partners, 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/A 17,956 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,619,631.

    13F-HR/A 0001398344-25-007446 filed by NorthRock Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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