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Disclosery

BANK OF MONTREAL /CAN/: CUZ position timeline

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

BANK OF MONTREAL /CAN/ held 95,471 CUZ 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 95,471 shares
    Change vs previous 13F +7,916 shares

    <0.01% of the 13F portfolio, value $2,862,221.

    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 87,555 shares
    Change vs previous 13F +35,595 shares

    <0.01% of the 13F portfolio, value $1,976,117.

    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 51,960 shares
    Change vs previous 13F -76,671 shares

    <0.01% of the 13F portfolio, value $1,339,529.

    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 128,631 shares
    Change vs previous 13F +13,295 shares

    <0.01% of the 13F portfolio, value $3,722,581.

    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 115,336 shares
    Change vs previous 13F +13,025 shares

    <0.01% of the 13F portfolio, value $3,463,541.

    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 102,311 shares
    Change vs previous 13F -5,547 shares

    <0.01% of the 13F portfolio, value $3,018,176.

    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 107,858 shares
    Change vs previous 13F -194,221 shares

    <0.01% of the 13F portfolio, value $3,304,769.

    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 302,079 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $8,844,873.

    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).