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Disclosery

BANK OF MONTREAL /CAN/: AFRM position timeline

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

BANK OF MONTREAL /CAN/ held 130,189 AFRM 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 130,189 shares
    Change vs previous 13F +105,075 shares

    <0.01% of the 13F portfolio, value $10,616,914.

    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 25,114 shares
    Change vs previous 13F -221,371 shares

    <0.01% of the 13F portfolio, value $1,150,723.

    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 246,485 shares
    Change vs previous 13F +225,771 shares

    0.01% of the 13F portfolio, value $18,345,878.

    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 20,714 shares
    Change vs previous 13F -342,014 shares

    <0.01% of the 13F portfolio, value $1,513,780.

    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 362,728 shares
    Change vs previous 13F -61,986 shares

    0.01% of the 13F portfolio, value $25,079,014.

    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 424,714 shares
    Change vs previous 13F +415,642 shares

    0.01% of the 13F portfolio, value $19,192,826.

    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 9,072 shares
    Change vs previous 13F -715,264 shares

    <0.01% of the 13F portfolio, value $552,485.

    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 724,336 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $29,813,670.

    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).