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BANK OF MONTREAL /CAN/: CVLT position timeline

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

BANK OF MONTREAL /CAN/ held 158,542 CVLT 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 158,542 shares
    Change vs previous 13F +20,924 shares

    0.01% of the 13F portfolio, value $22,470,158.

    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 137,618 shares
    Change vs previous 13F -5,487 shares

    <0.01% of the 13F portfolio, value $10,719,066.

    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 143,105 shares
    Change vs previous 13F +138,146 shares

    0.01% of the 13F portfolio, value $17,939,643.

    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 4,959 shares
    Change vs previous 13F -5,042 shares

    <0.01% of the 13F portfolio, value $936,160.

    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 10,001 shares
    Change vs previous 13F -529 shares

    <0.01% of the 13F portfolio, value $1,743,475.

    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 10,530 shares
    Change vs previous 13F +226 shares

    <0.01% of the 13F portfolio, value $1,661,213.

    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 10,304 shares
    Change vs previous 13F +4,691 shares

    <0.01% of the 13F portfolio, value $1,554,977.

    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 5,613 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $852,167.

    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).