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BANK OF MONTREAL /CAN/: FHI position timeline

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

BANK OF MONTREAL /CAN/ held 6,760 FHI 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 6,760 shares
    Change vs previous 13F -665 shares

    <0.01% of the 13F portfolio, value $373,288.

    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 7,425 shares
    Change vs previous 13F +861 shares

    <0.01% of the 13F portfolio, value $421,072.

    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 6,564 shares
    Change vs previous 13F -33 shares

    <0.01% of the 13F portfolio, value $341,787.

    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 6,597 shares
    Change vs previous 13F -680 shares

    <0.01% of the 13F portfolio, value $342,583.

    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 7,277 shares
    Change vs previous 13F -1,481 shares

    <0.01% of the 13F portfolio, value $322,516.

    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 8,758 shares
    Change vs previous 13F +121 shares

    <0.01% of the 13F portfolio, value $357,064.

    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 8,637 shares
    Change vs previous 13F -315,968 shares

    <0.01% of the 13F portfolio, value $355,068.

    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 324,605 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $12,007,139.

    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).