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BANK OF MONTREAL /CAN/: FR position timeline

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

BANK OF MONTREAL /CAN/ held 40,343 FR 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 40,343 shares
    Change vs previous 13F +2,485 shares

    <0.01% of the 13F portfolio, value $2,473,428.

    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 37,858 shares
    Change vs previous 13F +389 shares

    <0.01% of the 13F portfolio, value $2,190,085.

    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 37,469 shares
    Change vs previous 13F -24,014 shares

    <0.01% of the 13F portfolio, value $2,145,849.

    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 61,483 shares
    Change vs previous 13F -110,270 shares

    <0.01% of the 13F portfolio, value $3,164,529.

    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 171,753 shares
    Change vs previous 13F +111,130 shares

    <0.01% of the 13F portfolio, value $8,266,472.

    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 60,623 shares
    Change vs previous 13F -17,397 shares

    <0.01% of the 13F portfolio, value $3,271,218.

    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 78,020 shares
    Change vs previous 13F -6,705 shares

    <0.01% of the 13F portfolio, value $3,911,143.

    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 84,725 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,747,990.

    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).