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Disclosery

BANK OF MONTREAL /CAN/: AM position timeline

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

BANK OF MONTREAL /CAN/ held 141,793 AM 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 141,793 shares
    Change vs previous 13F +3,576 shares

    <0.01% of the 13F portfolio, value $3,225,792.

    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 138,217 shares
    Change vs previous 13F -21,738 shares

    <0.01% of the 13F portfolio, value $3,151,347.

    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 159,955 shares
    Change vs previous 13F -3 shares

    <0.01% of the 13F portfolio, value $2,845,600.

    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 159,958 shares
    Change vs previous 13F -17,579 shares

    <0.01% of the 13F portfolio, value $3,109,584.

    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 177,537 shares
    Change vs previous 13F -5,911 shares

    <0.01% of the 13F portfolio, value $3,364,325.

    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 183,448 shares
    Change vs previous 13F -1,523 shares

    <0.01% of the 13F portfolio, value $3,302,064.

    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 184,971 shares
    Change vs previous 13F -230,792 shares

    <0.01% of the 13F portfolio, value $2,791,213.

    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 415,763 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,240,604.

    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).