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Disclosery

&PARTNERS: BMO position timeline

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

&PARTNERS held 4,790 BMO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,790 shares
    Change vs previous 13F -6,087 shares

    <0.01% of the 13F portfolio, value $846,355.

    13F-HR 0001214659-26-010148 filed by &PARTNERS
    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 10,877 shares
    Change vs previous 13F -2,372 shares

    0.01% of the 13F portfolio, value $1,471,846.

    13F-HR 0001214659-26-006256 filed by &PARTNERS
    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 13,249 shares
    Change vs previous 13F -2,251 shares

    0.01% of the 13F portfolio, value $1,719,590.

    13F-HR 0001214659-26-001828 filed by &PARTNERS
    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 15,500 shares
    Change vs previous 13F -279 shares

    0.01% of the 13F portfolio, value $2,018,918.

    13F-HR 0001214659-25-016487 filed by &PARTNERS
    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 15,779 shares
    Change vs previous 13F +2,494 shares

    0.01% of the 13F portfolio, value $1,746,108.

    13F-HR 0001214659-25-012047 filed by &PARTNERS
    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 13,285 shares
    Change vs previous 13F +5,144 shares

    0.01% of the 13F portfolio, value $1,273,379.

    13F-HR 0001214659-25-007673 filed by &PARTNERS
    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 8,141 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $782,274.

    13F-HR 0001214659-25-002647 filed by &PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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