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Disclosery

BANK OF MONTREAL /CAN/: CI position timeline

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

BANK OF MONTREAL /CAN/ held 19,012 CI 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 19,012 shares
    Change vs previous 13F -676,001 shares

    <0.01% of the 13F portfolio, value $266,357.

    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 695,013 shares
    Change vs previous 13F +97,561 shares

    0.08% of the 13F portfolio, value $185,394,731.

    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 597,452 shares
    Change vs previous 13F +63,888 shares

    0.07% of the 13F portfolio, value $165,183,584.

    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 533,564 shares
    Change vs previous 13F +138,739 shares

    0.06% of the 13F portfolio, value $153,799,887.

    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 394,825 shares
    Change vs previous 13F -59,145 shares

    0.07% of the 13F portfolio, value $130,521,144.

    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 453,970 shares
    Change vs previous 13F -59,392 shares

    0.08% of the 13F portfolio, value $149,355,891.

    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 513,362 shares
    Change vs previous 13F -105,054 shares

    0.07% of the 13F portfolio, value $141,759,683.

    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 618,416 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $215,023,386.

    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).