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Disclosery

BANK OF MONTREAL /CAN/: BEP position timeline

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

BANK OF MONTREAL /CAN/ held 8,149,658 BEP 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 8,149,658 shares
    Change vs previous 13F -571,168 shares

    0.1% of the 13F portfolio, value $282,318,851.

    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 8,720,826 shares
    Change vs previous 13F +325,879 shares

    0.12% of the 13F portfolio, value $284,542,095.

    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 8,394,947 shares
    Change vs previous 13F +1,415,989 shares

    0.09% of the 13F portfolio, value $226,858,708.

    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 6,978,958 shares
    Change vs previous 13F +428,446 shares

    0.07% of the 13F portfolio, value $179,837,356.

    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 6,550,512 shares
    Change vs previous 13F +48,802 shares

    0.08% of the 13F portfolio, value $167,122,827.

    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 6,501,710 shares
    Change vs previous 13F -557,847 shares

    0.07% of the 13F portfolio, value $143,969,316.

    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 7,059,557 shares
    Change vs previous 13F +315,272 shares

    0.08% of the 13F portfolio, value $160,584,707.

    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 6,744,285 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $190,469,481.

    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).