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Disclosery

BANK OF MONTREAL /CAN/: EFG position timeline

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

BANK OF MONTREAL /CAN/ held 205,856 EFG 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 205,856 shares
    Change vs previous 13F -20,196 shares

    0.01% of the 13F portfolio, value $25,612,628.

    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 226,052 shares
    Change vs previous 13F -22,075 shares

    0.01% of the 13F portfolio, value $25,175,414.

    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 248,127 shares
    Change vs previous 13F +12,231 shares

    0.01% of the 13F portfolio, value $28,266,630.

    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 235,896 shares
    Change vs previous 13F +6,164 shares

    0.01% of the 13F portfolio, value $26,863,836.

    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 229,732 shares
    Change vs previous 13F -18,076 shares

    0.01% of the 13F portfolio, value $25,729,984.

    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 247,808 shares
    Change vs previous 13F -4,348 shares

    0.01% of the 13F portfolio, value $24,780,800.

    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 252,156 shares
    Change vs previous 13F -1,938 shares

    0.01% of the 13F portfolio, value $24,416,266.

    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 254,094 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $27,416,742.

    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).