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Disclosery

BANK OF MONTREAL /CAN/: AVEM position timeline

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

BANK OF MONTREAL /CAN/ held 1,286,150 AVEM 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 1,286,150 shares
    Change vs previous 13F +223,832 shares

    0.05% of the 13F portfolio, value $124,100,671.

    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 1,062,318 shares
    Change vs previous 13F -539,466 shares

    0.04% of the 13F portfolio, value $85,601,619.

    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 1,601,784 shares
    Change vs previous 13F +34,391 shares

    0.05% of the 13F portfolio, value $123,369,436.

    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 1,567,393 shares
    Change vs previous 13F +132,555 shares

    0.05% of the 13F portfolio, value $117,726,920.

    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 1,434,838 shares
    Change vs previous 13F +71,984 shares

    0.05% of the 13F portfolio, value $98,343,826.

    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 1,362,854 shares
    Change vs previous 13F +297,256 shares

    0.04% of the 13F portfolio, value $82,002,951.

    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 1,065,598 shares
    Change vs previous 13F +542,486 shares

    0.03% of the 13F portfolio, value $62,646,532.

    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 523,112 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $34,263,864.

    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).