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Disclosery

BANK OF MONTREAL /CAN/: AEP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BANK OF MONTREAL /CAN/ on AEP, newest first. How the timeline and the estimate are built.

BANK OF MONTREAL /CAN/ held 1,948,767 AEP shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,948,767 shares
    Change vs previous 13F -40,934 shares

    0.1% of the 13F portfolio, value $266,610,804.

    13F-HR 0000927971-26-000090 filed by BANK OF MONTREAL /CAN/
    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 1,989,701 shares
    Change vs previous 13F -65,226 shares

    0.11% of the 13F portfolio, value $260,809,954.

    13F-HR 0000927971-26-000078 filed by BANK OF MONTREAL /CAN/
    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 2,054,927 shares
    Change vs previous 13F +21,345 shares

    0.09% of the 13F portfolio, value $236,953,639.

    13F-HR 0000927971-26-000035 filed by BANK OF MONTREAL /CAN/
    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 2,033,582 shares
    Change vs previous 13F +98,942 shares

    0.09% of the 13F portfolio, value $228,778,023.

    13F-HR 0000927971-25-000027 filed by BANK OF MONTREAL /CAN/
    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 1,934,640 shares
    Change vs previous 13F -87,586 shares

    0.1% of the 13F portfolio, value $200,738,291.

    13F-HR 0000927971-25-000018 filed by BANK OF MONTREAL /CAN/
    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 2,022,226 shares
    Change vs previous 13F -109,199 shares

    0.12% of the 13F portfolio, value $220,968,605.

    13F-HR 0000927971-25-000015 filed by BANK OF MONTREAL /CAN/
    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 2,131,425 shares
    Change vs previous 13F +176,581 shares

    0.1% of the 13F portfolio, value $196,581,337.

    13F-HR 0000927971-25-000008 filed by BANK OF MONTREAL /CAN/
    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 1,954,844 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $199,081,296.

    13F-HR 0000927971-24-000013 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

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