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Disclosery

BANK OF MONTREAL /CAN/: BDC position timeline

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

BANK OF MONTREAL /CAN/ held 7,371 BDC 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 7,371 shares
    Change vs previous 13F +680 shares

    <0.01% of the 13F portfolio, value $883,856.

    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 6,691 shares
    Change vs previous 13F +81 shares

    <0.01% of the 13F portfolio, value $768,327.

    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 6,610 shares
    Change vs previous 13F -20 shares

    <0.01% of the 13F portfolio, value $770,395.

    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 6,630 shares
    Change vs previous 13F -459 shares

    <0.01% of the 13F portfolio, value $797,390.

    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 7,089 shares
    Change vs previous 13F -723 shares

    <0.01% of the 13F portfolio, value $820,906.

    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 7,812 shares
    Change vs previous 13F -259 shares

    <0.01% of the 13F portfolio, value $783,154.

    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 8,071 shares
    Change vs previous 13F +507 shares

    <0.01% of the 13F portfolio, value $908,875.

    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 7,564 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $876,441.

    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).