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Disclosery

BANK OF MONTREAL /CAN/: BKU position timeline

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

BANK OF MONTREAL /CAN/ held 10,308 BKU 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 10,308 shares
    Change vs previous 13F -163 shares

    <0.01% of the 13F portfolio, value $499,423.

    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 10,471 shares
    Change vs previous 13F -145 shares

    <0.01% of the 13F portfolio, value $472,871.

    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 10,616 shares
    Change vs previous 13F -193 shares

    <0.01% of the 13F portfolio, value $473,155.

    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 10,809 shares
    Change vs previous 13F -6,780 shares

    <0.01% of the 13F portfolio, value $412,472.

    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 17,589 shares
    Change vs previous 13F -937 shares

    <0.01% of the 13F portfolio, value $625,993.

    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 18,526 shares
    Change vs previous 13F +3,363 shares

    <0.01% of the 13F portfolio, value $638,036.

    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 15,163 shares
    Change vs previous 13F +593 shares

    <0.01% of the 13F portfolio, value $578,772.

    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 14,570 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $518,109.

    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).