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Disclosery

BANK OF MONTREAL /CAN/: EQH position timeline

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

BANK OF MONTREAL /CAN/ held 4,841,762 EQH 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 4,841,762 shares
    Change vs previous 13F -63,713 shares

    0.08% of the 13F portfolio, value $212,456,501.

    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 4,905,475 shares
    Change vs previous 13F +2,480,652 shares

    0.08% of the 13F portfolio, value $182,042,177.

    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 2,424,823 shares
    Change vs previous 13F +2,394,721 shares

    0.05% of the 13F portfolio, value $116,585,490.

    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 30,102 shares
    Change vs previous 13F -1,977 shares

    <0.01% of the 13F portfolio, value $1,528,579.

    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 32,079 shares
    Change vs previous 13F -5,842 shares

    <0.01% of the 13F portfolio, value $1,795,141.

    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 37,921 shares
    Change vs previous 13F -391,845 shares

    <0.01% of the 13F portfolio, value $1,975,305.

    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 429,766 shares
    Change vs previous 13F +40,825 shares

    0.01% of the 13F portfolio, value $20,272,062.

    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 388,941 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $16,327,743.

    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).