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BANK OF MONTREAL /CAN/: ASR position timeline

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

BANK OF MONTREAL /CAN/ held 5,097 ASR 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 5,097 shares
    Change vs previous 13F +117 shares

    <0.01% of the 13F portfolio, value $1,563,249.

    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 4,980 shares
    Change vs previous 13F +74 shares

    <0.01% of the 13F portfolio, value $1,673,928.

    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 4,906 shares
    Change vs previous 13F -865 shares

    <0.01% of the 13F portfolio, value $1,589,642.

    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 5,771 shares
    Change vs previous 13F -617 shares

    <0.01% of the 13F portfolio, value $1,865,938.

    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 6,388 shares
    Change vs previous 13F -196 shares

    <0.01% of the 13F portfolio, value $1,996,250.

    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 6,584 shares
    Change vs previous 13F -104 shares

    <0.01% of the 13F portfolio, value $1,802,830.

    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 6,688 shares
    Change vs previous 13F -1,030 shares

    <0.01% of the 13F portfolio, value $1,723,030.

    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 7,718 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,202,099.

    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).