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Disclosery

BANK OF MONTREAL /CAN/: BAM position timeline

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

BANK OF MONTREAL /CAN/ held 10,754,386 BAM 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 10,754,386 shares
    Change vs previous 13F +241,375 shares

    0.18% of the 13F portfolio, value $481,938,125.

    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 10,513,011 shares
    Change vs previous 13F -1,744,213 shares

    0.2% of the 13F portfolio, value $467,510,336.

    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 12,257,224 shares
    Change vs previous 13F +824,661 shares

    0.25% of the 13F portfolio, value $642,098,546.

    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 11,432,563 shares
    Change vs previous 13F +881,985 shares

    0.27% of the 13F portfolio, value $650,970,145.

    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 10,550,578 shares
    Change vs previous 13F +462,731 shares

    0.29% of the 13F portfolio, value $584,326,515.

    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 10,087,847 shares
    Change vs previous 13F +512,401 shares

    0.25% of the 13F portfolio, value $488,403,215.

    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 9,575,446 shares
    Change vs previous 13F +339,072 shares

    0.26% of the 13F portfolio, value $518,655,405.

    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 9,236,374 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $435,728,906.

    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).