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Disclosery

BANK OF MONTREAL /CAN/: BEN position timeline

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

BANK OF MONTREAL /CAN/ held 304,802 BEN 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 304,802 shares
    Change vs previous 13F +93,279 shares

    <0.01% of the 13F portfolio, value $10,140,763.

    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 211,523 shares
    Change vs previous 13F -4,946 shares

    <0.01% of the 13F portfolio, value $4,996,173.

    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 216,469 shares
    Change vs previous 13F +26,039 shares

    <0.01% of the 13F portfolio, value $5,171,444.

    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 190,430 shares
    Change vs previous 13F +24,880 shares

    <0.01% of the 13F portfolio, value $4,404,645.

    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 165,550 shares
    Change vs previous 13F -7,947 shares

    <0.01% of the 13F portfolio, value $3,948,369.

    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 173,497 shares
    Change vs previous 13F -62,287 shares

    <0.01% of the 13F portfolio, value $3,339,818.

    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 235,784 shares
    Change vs previous 13F -27,639 shares

    <0.01% of the 13F portfolio, value $4,784,059.

    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 263,423 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,476,565.

    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).