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Disclosery

BANK OF MONTREAL /CAN/: DFIV position timeline

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

BANK OF MONTREAL /CAN/ held 138,099 DFIV 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 138,099 shares
    Change vs previous 13F +13,983 shares

    <0.01% of the 13F portfolio, value $7,460,105.

    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 124,116 shares
    Change vs previous 13F +109,507 shares

    <0.01% of the 13F portfolio, value $6,550,830.

    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 14,609 shares
    Change vs previous 13F +6,368 shares

    <0.01% of the 13F portfolio, value $728,967.

    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 8,241 shares
    Change vs previous 13F +4,012 shares

    <0.01% of the 13F portfolio, value $380,073.

    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 4,229 shares
    Change vs previous 13F +883 shares

    <0.01% of the 13F portfolio, value $181,128.

    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 3,346 shares
    Change vs previous 13F +3,161 shares

    <0.01% of the 13F portfolio, value $131,699.

    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 185 shares
    Change vs previous 13F -965 shares

    <0.01% of the 13F portfolio, value $6,564.

    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 1,150 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $43,953.

    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).