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BANK OF MONTREAL /CAN/: HDV position timeline

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

BANK OF MONTREAL /CAN/ held 265,075 HDV 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 265,075 shares
    Change vs previous 13F +213,147 shares

    <0.01% of the 13F portfolio, value $7,265,718.

    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 51,928 shares
    Change vs previous 13F +2,135 shares

    <0.01% of the 13F portfolio, value $7,047,674.

    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 49,793 shares
    Change vs previous 13F +534 shares

    <0.01% of the 13F portfolio, value $6,055,331.

    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 49,259 shares
    Change vs previous 13F -1,982 shares

    <0.01% of the 13F portfolio, value $6,031,775.

    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 51,241 shares
    Change vs previous 13F +5,647 shares

    <0.01% of the 13F portfolio, value $6,003,910.

    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 45,594 shares
    Change vs previous 13F +1,670 shares

    <0.01% of the 13F portfolio, value $5,522,290.

    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 43,924 shares
    Change vs previous 13F -30,429 shares

    <0.01% of the 13F portfolio, value $4,930,992.

    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 74,353 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $8,705,939.

    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).