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Disclosery

BANK OF MONTREAL /CAN/: HE position timeline

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

BANK OF MONTREAL /CAN/ held 24,434 HE 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 24,434 shares
    Change vs previous 13F +4,089 shares

    <0.01% of the 13F portfolio, value $330,592.

    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 20,345 shares
    Change vs previous 13F -2,452 shares

    <0.01% of the 13F portfolio, value $301,920.

    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 22,797 shares
    Change vs previous 13F +9,288 shares

    <0.01% of the 13F portfolio, value $280,403.

    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 13,509 shares
    Change vs previous 13F +2,684 shares

    <0.01% of the 13F portfolio, value $149,140.

    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 10,825 shares
    Change vs previous 13F -291 shares

    <0.01% of the 13F portfolio, value $115,071.

    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 11,116 shares
    Change vs previous 13F -7,416 shares

    <0.01% of the 13F portfolio, value $121,720.

    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 18,532 shares
    Change vs previous 13F -6,601 shares

    <0.01% of the 13F portfolio, value $180,317.

    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 25,133 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $250,073.

    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).