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Disclosery

BANK OF MONTREAL /CAN/: CM position timeline

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

BANK OF MONTREAL /CAN/ held 42,547,730 CM 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 42,547,730 shares
    Change vs previous 13F +1,614,870 shares

    1.81% of the 13F portfolio, value $4,894,718,800.

    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 40,932,860 shares
    Change vs previous 13F -1,468,035 shares

    1.63% of the 13F portfolio, value $3,880,106,734.

    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 42,400,895 shares
    Change vs previous 13F +3,993,304 shares

    1.52% of the 13F portfolio, value $3,843,977,240.

    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 38,407,591 shares
    Change vs previous 13F -2,238,764 shares

    1.26% of the 13F portfolio, value $3,068,448,720.

    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 40,646,355 shares
    Change vs previous 13F -13,766,849 shares

    1.45% of the 13F portfolio, value $2,887,016,096.

    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 54,413,204 shares
    Change vs previous 13F +11,866,349 shares

    1.59% of the 13F portfolio, value $3,061,383,266.

    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 42,546,855 shares
    Change vs previous 13F +2,358,224 shares

    1.34% of the 13F portfolio, value $2,687,959,519.

    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 40,188,631 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $2,459,544,901.

    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).