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Disclosery

BANK OF MONTREAL /CAN/: EPP position timeline

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

BANK OF MONTREAL /CAN/ held 4,055 EPP 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 4,055 shares
    Change vs previous 13F +218 shares

    <0.01% of the 13F portfolio, value $215,969.

    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 3,837 shares
    Change vs previous 13F +253 shares

    <0.01% of the 13F portfolio, value $203,898.

    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 3,584 shares
    Change vs previous 13F +509 shares

    <0.01% of the 13F portfolio, value $180,884.

    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 3,075 shares
    Change vs previous 13F -1,480 shares

    <0.01% of the 13F portfolio, value $158,547.

    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 4,555 shares
    Change vs previous 13F +396 shares

    <0.01% of the 13F portfolio, value $224,880.

    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 4,159 shares
    Change vs previous 13F +1,224 shares

    <0.01% of the 13F portfolio, value $183,412.

    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 2,935 shares
    Change vs previous 13F +1,239 shares

    <0.01% of the 13F portfolio, value $128,582.

    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 1,696 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $82,680.

    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).