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Disclosery

BANK OF MONTREAL /CAN/: ARES position timeline

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

BANK OF MONTREAL /CAN/ held 174,409 ARES 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 174,409 shares
    Change vs previous 13F +54,897 shares

    0.01% of the 13F portfolio, value $19,413,466.

    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 119,512 shares
    Change vs previous 13F -26,434 shares

    0.01% of the 13F portfolio, value $13,038,759.

    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 145,946 shares
    Change vs previous 13F +122,350 shares

    0.01% of the 13F portfolio, value $23,589,253.

    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 23,596 shares
    Change vs previous 13F -32,298 shares

    <0.01% of the 13F portfolio, value $3,772,764.

    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 55,894 shares
    Change vs previous 13F -9,282 shares

    <0.01% of the 13F portfolio, value $9,680,842.

    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 65,176 shares
    Change vs previous 13F +43,006 shares

    <0.01% of the 13F portfolio, value $9,555,454.

    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 22,170 shares
    Change vs previous 13F +52 shares

    <0.01% of the 13F portfolio, value $3,924,755.

    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 22,118 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,470,535.

    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).