Skip to content
Disclosery

VestGen Advisors, LLC: BMO position timeline

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

VestGen Advisors, LLC held 4,762 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 4,762 shares
    Change vs previous 13F +132 shares

    0.02% of the 13F portfolio, value $841,380.

    13F-HR 0002050130-26-000005 filed by VestGen 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 4,630 shares
    Change vs previous 13F +287 shares

    0.02% of the 13F portfolio, value $706,145.

    13F-HR 0002050130-26-000004 filed by VestGen 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 4,343 shares
    Change vs previous 13F +924 shares

    0.02% of the 13F portfolio, value $563,666.

    13F-HR 0002050130-26-000001 filed by VestGen 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 3,419 shares
    Change vs previous 13F +45 shares

    0.01% of the 13F portfolio, value $445,293.

    13F-HR 0002050130-25-000006 filed by VestGen 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 3,374 shares
    Change vs previous 13F +2 shares

    0.01% of the 13F portfolio, value $373,318.

    13F-HR 0002050130-25-000005 filed by VestGen 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 3,372 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $322,060.

    13F-HR 0002050130-25-000003 filed by VestGen Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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