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Disclosery

BANK OF MONTREAL /CAN/: EPI position timeline

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

BANK OF MONTREAL /CAN/ held 1,456 EPI 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 1,456 shares
    Change vs previous 13F -1,300 shares

    <0.01% of the 13F portfolio, value $62,287.

    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 2,756 shares
    Change vs previous 13F +435 shares

    <0.01% of the 13F portfolio, value $112,445.

    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 2,321 shares
    Change vs previous 13F +189 shares

    <0.01% of the 13F portfolio, value $107,439.

    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 2,132 shares
    Change vs previous 13F -1,201,819 shares

    <0.01% of the 13F portfolio, value $94,234.

    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 1,203,951 shares
    Change vs previous 13F +426,310 shares

    0.03% of the 13F portfolio, value $57,151,554.

    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 777,641 shares
    Change vs previous 13F +764,697 shares

    0.02% of the 13F portfolio, value $33,990,688.

    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 12,944 shares
    Change vs previous 13F -1,014,627 shares

    <0.01% of the 13F portfolio, value $585,975.

    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 1,027,571 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $52,221,158.

    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).