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Disclosery

BANK OF MONTREAL /CAN/: ESS position timeline

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

BANK OF MONTREAL /CAN/ held 94,342 ESS 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 94,342 shares
    Change vs previous 13F +58,131 shares

    0.01% of the 13F portfolio, value $27,509,183.

    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 36,211 shares
    Change vs previous 13F -7,538 shares

    <0.01% of the 13F portfolio, value $8,763,062.

    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 43,749 shares
    Change vs previous 13F -8,056 shares

    <0.01% of the 13F portfolio, value $11,448,238.

    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 51,805 shares
    Change vs previous 13F +18,994 shares

    0.01% of the 13F portfolio, value $13,866,127.

    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 32,811 shares
    Change vs previous 13F -8,665 shares

    <0.01% of the 13F portfolio, value $9,298,638.

    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 41,476 shares
    Change vs previous 13F -11,686 shares

    0.01% of the 13F portfolio, value $12,715,297.

    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 53,162 shares
    Change vs previous 13F -29,787 shares

    0.01% of the 13F portfolio, value $15,174,562.

    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 82,949 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $24,436,776.

    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).