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Disclosery

BANK OF MONTREAL /CAN/: DOCS position timeline

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

BANK OF MONTREAL /CAN/ held 17,026 DOCS 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 17,026 shares
    Change vs previous 13F -2,510 shares

    <0.01% of the 13F portfolio, value $353,120.

    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 19,536 shares
    Change vs previous 13F -21,082 shares

    <0.01% of the 13F portfolio, value $455,189.

    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 40,618 shares
    Change vs previous 13F +14,118 shares

    <0.01% of the 13F portfolio, value $1,798,565.

    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 26,500 shares
    Change vs previous 13F +3,971 shares

    <0.01% of the 13F portfolio, value $1,938,475.

    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 22,529 shares
    Change vs previous 13F -49,807 shares

    <0.01% of the 13F portfolio, value $1,381,928.

    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 72,336 shares
    Change vs previous 13F +224 shares

    <0.01% of the 13F portfolio, value $4,197,658.

    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 72,112 shares
    Change vs previous 13F +50,676 shares

    <0.01% of the 13F portfolio, value $3,850,059.

    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 21,436 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $919,605.

    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).