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Disclosery

BANK OF MONTREAL /CAN/: HALO position timeline

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

BANK OF MONTREAL /CAN/ held 942,432 HALO 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 942,432 shares
    Change vs previous 13F -113,165 shares

    0.03% of the 13F portfolio, value $73,764,153.

    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 1,055,597 shares
    Change vs previous 13F +271,330 shares

    0.03% of the 13F portfolio, value $68,223,234.

    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 784,267 shares
    Change vs previous 13F +368,651 shares

    0.02% of the 13F portfolio, value $52,781,170.

    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 415,616 shares
    Change vs previous 13F -78,793 shares

    0.01% of the 13F portfolio, value $30,481,277.

    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 494,409 shares
    Change vs previous 13F +69,698 shares

    0.01% of the 13F portfolio, value $25,719,157.

    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 424,711 shares
    Change vs previous 13F -45,070 shares

    0.01% of the 13F portfolio, value $27,100,809.

    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 469,781 shares
    Change vs previous 13F -155,919 shares

    0.01% of the 13F portfolio, value $22,460,229.

    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 625,700 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $35,646,130.

    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).