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Disclosery

BANK OF MONTREAL /CAN/: EXEL position timeline

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

BANK OF MONTREAL /CAN/ held 68,127 EXEL 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 68,127 shares
    Change vs previous 13F -4,296 shares

    <0.01% of the 13F portfolio, value $3,706,790.

    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 72,423 shares
    Change vs previous 13F -5,832 shares

    <0.01% of the 13F portfolio, value $3,106,223.

    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 78,255 shares
    Change vs previous 13F -3,652 shares

    <0.01% of the 13F portfolio, value $3,429,917.

    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 81,907 shares
    Change vs previous 13F -30,060 shares

    <0.01% of the 13F portfolio, value $3,382,760.

    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 111,967 shares
    Change vs previous 13F -18,660 shares

    <0.01% of the 13F portfolio, value $4,934,945.

    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 130,627 shares
    Change vs previous 13F +36,706 shares

    <0.01% of the 13F portfolio, value $4,822,749.

    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 93,921 shares
    Change vs previous 13F -10,464 shares

    <0.01% of the 13F portfolio, value $3,127,570.

    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 104,385 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,709,835.

    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).