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Disclosery

BANK OF MONTREAL /CAN/: BHC position timeline

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

BANK OF MONTREAL /CAN/ held 986,351 BHC 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 986,351 shares
    Change vs previous 13F +56,920 shares

    <0.01% of the 13F portfolio, value $4,856,469.

    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 929,431 shares
    Change vs previous 13F +97,164 shares

    <0.01% of the 13F portfolio, value $5,025,270.

    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 832,267 shares
    Change vs previous 13F +17,828 shares

    <0.01% of the 13F portfolio, value $5,778,782.

    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 814,439 shares
    Change vs previous 13F -68,788 shares

    <0.01% of the 13F portfolio, value $5,242,332.

    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 883,227 shares
    Change vs previous 13F +5,434 shares

    <0.01% of the 13F portfolio, value $5,893,035.

    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 877,793 shares
    Change vs previous 13F +32,725 shares

    <0.01% of the 13F portfolio, value $5,692,071.

    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 845,068 shares
    Change vs previous 13F -2,988,111 shares

    <0.01% of the 13F portfolio, value $6,822,537.

    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 3,833,179 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $31,598,037.

    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).