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Northwest & Ethical Investments L.P.: BMO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Northwest & Ethical Investments L.P. on BMO, newest first. How the timeline and the estimate are built.

Northwest & Ethical Investments L.P. held 163,965 BMO shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 163,965 shares
    Change vs previous 13F +13,970 shares

    0.67% of the 13F portfolio, value $28,943,918.

    13F-HR 0002033536-26-000023 filed by Northwest & Ethical Investments L.P.
    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 149,995 shares
    Change vs previous 13F +3,137 shares

    0.47% of the 13F portfolio, value $20,324,953.

    13F-HR 0002033536-26-000005 filed by Northwest & Ethical Investments L.P.
    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/A 146,858 shares
    Change vs previous 13F +4,689 shares

    0.43% of the 13F portfolio, value $19,072,954.

    13F-HR/A 0002033536-26-000004 filed by Northwest & Ethical Investments L.P.
    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 142,169 shares
    Change vs previous 13F -16,873 shares

    0.44% of the 13F portfolio, value $18,521,483.

    13F-HR 0002033536-25-000070 filed by Northwest & Ethical Investments L.P.
    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 159,042 shares
    Change vs previous 13F -43,597 shares

    0.44% of the 13F portfolio, value $17,585,892.

    13F-HR 0002033536-25-000068 filed by Northwest & Ethical Investments L.P.
    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 202,639 shares
    Change vs previous 13F +58,531 shares

    0.53% of the 13F portfolio, value $19,362,424.

    13F-HR 0002033536-25-000006 filed by Northwest & Ethical Investments L.P.
    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 144,108 shares
    Change vs previous 13F +28,243 shares

    0.38% of the 13F portfolio, value $13,965,175.

    13F-HR 0002033536-25-000001 filed by Northwest & Ethical Investments L.P.
    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 115,865 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $10,456,227.

    13F-HR/A 0002033536-24-000003 filed by Northwest & Ethical Investments L.P.
    Filed (acceptance time not in the bulk data set), ingested

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