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Disclosery

BANK OF MONTREAL /CAN/: APAM position timeline

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

BANK OF MONTREAL /CAN/ held 8,716 APAM 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 8,716 shares
    Change vs previous 13F +784 shares

    <0.01% of the 13F portfolio, value $300,964.

    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 7,932 shares
    Change vs previous 13F -4,783 shares

    <0.01% of the 13F portfolio, value $288,646.

    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 12,715 shares
    Change vs previous 13F +115 shares

    <0.01% of the 13F portfolio, value $518,010.

    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 12,600 shares
    Change vs previous 13F -6,527 shares

    <0.01% of the 13F portfolio, value $546,840.

    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 19,127 shares
    Change vs previous 13F +1,525 shares

    <0.01% of the 13F portfolio, value $847,899.

    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 17,602 shares
    Change vs previous 13F +1,956 shares

    <0.01% of the 13F portfolio, value $688,239.

    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 15,646 shares
    Change vs previous 13F +4,485 shares

    <0.01% of the 13F portfolio, value $673,561.

    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 11,161 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $481,709.

    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).