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Disclosery

BANK OF MONTREAL /CAN/: BX position timeline

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

BANK OF MONTREAL /CAN/ held 1,012,727 BX 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 1,012,727 shares
    Change vs previous 13F +112,158 shares

    0.04% of the 13F portfolio, value $119,167,554.

    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 900,569 shares
    Change vs previous 13F -150,581 shares

    0.04% of the 13F portfolio, value $103,556,503.

    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 1,051,150 shares
    Change vs previous 13F +129,011 shares

    0.06% of the 13F portfolio, value $162,024,346.

    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 922,139 shares
    Change vs previous 13F +67,163 shares

    0.06% of the 13F portfolio, value $157,547,402.

    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 854,976 shares
    Change vs previous 13F -132,596 shares

    0.06% of the 13F portfolio, value $127,887,380.

    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 987,572 shares
    Change vs previous 13F -89,701 shares

    0.07% of the 13F portfolio, value $138,042,808.

    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 1,077,273 shares
    Change vs previous 13F -53,614 shares

    0.09% of the 13F portfolio, value $185,743,456.

    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 1,130,887 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $175,219,708.

    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).