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Disclosery

BANK OF MONTREAL /CAN/: COO position timeline

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

BANK OF MONTREAL /CAN/ held 207,330 COO 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 207,330 shares
    Change vs previous 13F +59,932 shares

    0.01% of the 13F portfolio, value $14,867,634.

    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 147,398 shares
    Change vs previous 13F -25,923 shares

    <0.01% of the 13F portfolio, value $10,538,958.

    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 173,321 shares
    Change vs previous 13F -31,158 shares

    0.01% of the 13F portfolio, value $14,205,388.

    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 204,479 shares
    Change vs previous 13F +66,875 shares

    0.01% of the 13F portfolio, value $14,019,080.

    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 137,604 shares
    Change vs previous 13F -49,425 shares

    <0.01% of the 13F portfolio, value $9,791,901.

    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 187,029 shares
    Change vs previous 13F -13,999 shares

    0.01% of the 13F portfolio, value $15,775,898.

    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 201,028 shares
    Change vs previous 13F -125,492 shares

    0.01% of the 13F portfolio, value $18,480,504.

    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 326,520 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $35,845,365.

    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).