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Disclosery

BANK OF MONTREAL /CAN/: FEZ position timeline

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

BANK OF MONTREAL /CAN/ held 172,036 FEZ 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 172,036 shares
    Change vs previous 13F +7,835 shares

    <0.01% of the 13F portfolio, value $11,815,458.

    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 164,201 shares
    Change vs previous 13F +18,753 shares

    <0.01% of the 13F portfolio, value $10,193,598.

    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 145,448 shares
    Change vs previous 13F +2,163 shares

    <0.01% of the 13F portfolio, value $9,365,395.

    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 143,285 shares
    Change vs previous 13F +51,814 shares

    <0.01% of the 13F portfolio, value $8,900,857.

    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 91,471 shares
    Change vs previous 13F +27,694 shares

    <0.01% of the 13F portfolio, value $5,463,577.

    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 63,777 shares
    Change vs previous 13F +6,749 shares

    <0.01% of the 13F portfolio, value $3,470,102.

    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 57,028 shares
    Change vs previous 13F -195,034 shares

    <0.01% of the 13F portfolio, value $2,745,913.

    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 252,062 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $13,563,473.

    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).