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Disclosery

BANK OF MONTREAL /CAN/: DOX position timeline

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

BANK OF MONTREAL /CAN/ held 300,940 DOX 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 300,940 shares
    Change vs previous 13F +29,495 shares

    0.01% of the 13F portfolio, value $15,209,518.

    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 271,445 shares
    Change vs previous 13F +72,821 shares

    0.01% of the 13F portfolio, value $17,714,483.

    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 198,624 shares
    Change vs previous 13F +24,702 shares

    0.01% of the 13F portfolio, value $15,991,251.

    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 173,922 shares
    Change vs previous 13F -29,526 shares

    0.01% of the 13F portfolio, value $14,270,307.

    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 203,448 shares
    Change vs previous 13F -7,396 shares

    0.01% of the 13F portfolio, value $18,562,550.

    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 210,844 shares
    Change vs previous 13F +394 shares

    0.01% of the 13F portfolio, value $19,292,252.

    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 210,450 shares
    Change vs previous 13F +4,569 shares

    0.01% of the 13F portfolio, value $17,917,727.

    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 205,881 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $18,082,536.

    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).