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BANK OF MONTREAL /CAN/: AGG position timeline

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

BANK OF MONTREAL /CAN/ held 1,409,782 AGG 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 1,409,782 shares
    Change vs previous 13F -217,697 shares

    0.05% of the 13F portfolio, value $139,540,275.

    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 1,627,479 shares
    Change vs previous 13F -1,200,838 shares

    0.07% of the 13F portfolio, value $161,559,808.

    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 2,828,317 shares
    Change vs previous 13F +194,123 shares

    0.11% of the 13F portfolio, value $282,492,269.

    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 2,634,194 shares
    Change vs previous 13F +237,011 shares

    0.11% of the 13F portfolio, value $264,077,993.

    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 2,397,183 shares
    Change vs previous 13F +745,026 shares

    0.12% of the 13F portfolio, value $237,800,551.

    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 1,652,157 shares
    Change vs previous 13F +184,404 shares

    0.09% of the 13F portfolio, value $163,431,345.

    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 1,467,753 shares
    Change vs previous 13F +100,358 shares

    0.07% of the 13F portfolio, value $142,225,225.

    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 1,367,395 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $138,790,594.

    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).