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BANK OF MONTREAL /CAN/: CSWC position timeline

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

BANK OF MONTREAL /CAN/ held 8,477 CSWC 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 8,477 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $201,498.

    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 ยง4.2).