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Disclosery

BANK OF MONTREAL /CAN/: CART position timeline

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

BANK OF MONTREAL /CAN/ held 96,226 CART 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 96,226 shares
    Change vs previous 13F -2,075 shares

    <0.01% of the 13F portfolio, value $4,556,301.

    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 98,301 shares
    Change vs previous 13F +36,238 shares

    <0.01% of the 13F portfolio, value $3,682,355.

    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 62,063 shares
    Change vs previous 13F +34,224 shares

    <0.01% of the 13F portfolio, value $2,791,593.

    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 27,839 shares
    Change vs previous 13F -10,353 shares

    <0.01% of the 13F portfolio, value $1,023,361.

    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 38,192 shares
    Change vs previous 13F +8,001 shares

    <0.01% of the 13F portfolio, value $1,727,806.

    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 30,191 shares
    Change vs previous 13F +22,426 shares

    <0.01% of the 13F portfolio, value $1,204,319.

    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 7,765 shares
    Change vs previous 13F -92,591 shares

    <0.01% of the 13F portfolio, value $321,626.

    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 100,356 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,004,204.

    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).