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Disclosery

BANK OF MONTREAL /CAN/: BUR position timeline

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

BANK OF MONTREAL /CAN/ held 5,240,892 BUR 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 5,240,892 shares
    Change vs previous 13F -2,125,959 shares

    13F-HR 0000927971-26-000090 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

    Percent of portfolio not computed: a value is missing or excluded from ratios (H1, H10).

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 7,366,851 shares
    Change vs previous 13F +587,620 shares

    13F-HR 0000927971-26-000078 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

    Percent of portfolio not computed: a value is missing or excluded from ratios (H1, H10).

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 6,779,231 shares
    Change vs previous 13F +1,346,663 shares

    2.41% of the 13F portfolio, value $6,071,565,434.

    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 5,432,568 shares
    Change vs previous 13F +455,627 shares

    2.66% of the 13F portfolio, value $6,465,055,650.

    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 4,976,941 shares
    Change vs previous 13F +1,829,585 shares

    0.04% of the 13F portfolio, value $71,594,125.

    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 3,147,356 shares
    Change vs previous 13F +310,592 shares

    2.16% of the 13F portfolio, value $4,154,844,909.

    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 2,836,764 shares
    Change vs previous 13F -152,685 shares

    1.25% of the 13F portfolio, value $2,506,662,158.

    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 2,989,449 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $2,822,539,373.

    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).