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Disclosery

BANK OF MONTREAL /CAN/: DOCU position timeline

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

BANK OF MONTREAL /CAN/ held 120,123 DOCU 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 120,123 shares
    Change vs previous 13F -9,049 shares

    <0.01% of the 13F portfolio, value $5,335,862.

    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 129,172 shares
    Change vs previous 13F +58,474 shares

    <0.01% of the 13F portfolio, value $6,124,044.

    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 70,698 shares
    Change vs previous 13F -3,950 shares

    <0.01% of the 13F portfolio, value $4,835,743.

    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 74,648 shares
    Change vs previous 13F -13,191 shares

    <0.01% of the 13F portfolio, value $5,381,375.

    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 87,839 shares
    Change vs previous 13F -17,652 shares

    <0.01% of the 13F portfolio, value $6,841,779.

    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 105,491 shares
    Change vs previous 13F -193 shares

    <0.01% of the 13F portfolio, value $8,586,967.

    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 105,684 shares
    Change vs previous 13F -73,195 shares

    <0.01% of the 13F portfolio, value $9,505,220.

    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 178,879 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $11,031,467.

    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).