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Disclosery

BANK OF MONTREAL /CAN/: BURL position timeline

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

BANK OF MONTREAL /CAN/ held 7,915 BURL 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 7,915 shares
    Change vs previous 13F -4,632 shares

    <0.01% of the 13F portfolio, value $2,507,472.

    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 12,547 shares
    Change vs previous 13F -32,711 shares

    <0.01% of the 13F portfolio, value $4,082,542.

    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 45,258 shares
    Change vs previous 13F -433 shares

    0.01% of the 13F portfolio, value $13,072,774.

    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 45,691 shares
    Change vs previous 13F +36,594 shares

    <0.01% of the 13F portfolio, value $11,628,361.

    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 9,097 shares
    Change vs previous 13F -11,883 shares

    <0.01% of the 13F portfolio, value $2,116,326.

    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 20,980 shares
    Change vs previous 13F -32,047 shares

    <0.01% of the 13F portfolio, value $5,000,163.

    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 53,027 shares
    Change vs previous 13F -9,613 shares

    0.01% of the 13F portfolio, value $15,115,877.

    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 62,640 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $16,608,996.

    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).