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Disclosery

BANK OF MONTREAL /CAN/: CEF position timeline

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

BANK OF MONTREAL /CAN/ held 28,371 CEF 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 28,371 shares
    Change vs previous 13F +255 shares

    <0.01% of the 13F portfolio, value $1,141,366.

    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 28,116 shares
    Change vs previous 13F -55,960 shares

    <0.01% of the 13F portfolio, value $1,341,696.

    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 84,076 shares
    Change vs previous 13F -4,036 shares

    <0.01% of the 13F portfolio, value $3,850,681.

    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 88,112 shares
    Change vs previous 13F -1,060 shares

    <0.01% of the 13F portfolio, value $3,232,829.

    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 89,172 shares
    Change vs previous 13F -64,804 shares

    <0.01% of the 13F portfolio, value $3,654,269.

    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 153,976 shares
    Change vs previous 13F +400 shares

    <0.01% of the 13F portfolio, value $4,386,777.

    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 153,576 shares
    Change vs previous 13F -136,768 shares

    <0.01% of the 13F portfolio, value $5,250,763.

    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 290,344 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,110,525.

    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).