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Disclosery

BANK OF MONTREAL /CAN/: APO position timeline

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

BANK OF MONTREAL /CAN/ held 1,309,224 APO 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 1,309,224 shares
    Change vs previous 13F +187,260 shares

    0.06% of the 13F portfolio, value $154,894,269.

    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 1,121,964 shares
    Change vs previous 13F -46,984 shares

    0.05% of the 13F portfolio, value $125,009,280.

    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 1,168,948 shares
    Change vs previous 13F +19,173 shares

    0.07% of the 13F portfolio, value $169,216,883.

    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 1,149,775 shares
    Change vs previous 13F +109,958 shares

    0.06% of the 13F portfolio, value $153,230,485.

    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 1,039,817 shares
    Change vs previous 13F +31,376 shares

    0.07% of the 13F portfolio, value $147,518,768.

    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 1,008,441 shares
    Change vs previous 13F -42,435 shares

    0.07% of the 13F portfolio, value $138,095,946.

    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 1,050,876 shares
    Change vs previous 13F +272,332 shares

    0.09% of the 13F portfolio, value $173,562,669.

    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 778,544 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $97,948,637.

    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).