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Value Partners Investments Inc.: BMO position timeline

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

Value Partners Investments Inc. held 239,642 BMO shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 239,642 shares
    Change vs previous 13F -200,910 shares

    2.95% of the 13F portfolio, value $42,273,793.

    13F-HR 0001062993-26-003682 filed by Value Partners Investments Inc.
    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 440,552 shares
    Change vs previous 13F -24,786 shares

    4.54% of the 13F portfolio, value $59,551,480.

    13F-HR 0001062993-26-002075 filed by Value Partners 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 ended2025-12-31
    13F 465,338 shares
    Change vs previous 13F -45,983 shares

    4.64% of the 13F portfolio, value $60,518,385.

    13F-HR 0001062993-26-000104 filed by Value Partners 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 ended2025-09-30
    13F 511,321 shares
    Change vs previous 13F +4,459 shares

    5.44% of the 13F portfolio, value $66,610,203.

    13F-HR 0001062993-25-016077 filed by Value Partners 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 ended2025-06-30
    13F 506,862 shares
    Change vs previous 13F -1,273 shares

    4.38% of the 13F portfolio, value $56,065,781.

    13F-HR 0001062993-25-012591 filed by Value Partners Investments Inc.
    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 508,135 shares
    Change vs previous 13F +451,881 shares

    4.19% of the 13F portfolio, value $48,572,560.

    13F-HR 0001062993-25-007837 filed by Value Partners Investments Inc.
    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 56,254 shares
    Change vs previous 13F -704,270 shares

    3.08% of the 13F portfolio, value $5,455,727.

    13F-HR/A 0001062993-25-003138 filed by Value Partners Investments Inc.
    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 760,524 shares
    Change vs previous 13F not available

    5.56% of the 13F portfolio, value $68,756,462.

    13F-HR/A 0001062993-25-003136 filed by Value Partners Investments Inc.
    Filed (acceptance time not in the bulk data set), ingested

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