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Disclosery

BANK OF MONTREAL /CAN/: HEI-A position timeline

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

BANK OF MONTREAL /CAN/ held 9,358 HEI-A 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 9,358 shares
    Change vs previous 13F +1,401 shares

    <0.01% of the 13F portfolio, value $2,413,522.

    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 7,957 shares
    Change vs previous 13F +117 shares

    <0.01% of the 13F portfolio, value $1,679,643.

    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 7,840 shares
    Change vs previous 13F +404 shares

    <0.01% of the 13F portfolio, value $1,979,051.

    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 7,436 shares
    Change vs previous 13F -40,004 shares

    <0.01% of the 13F portfolio, value $1,889,413.

    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 47,440 shares
    Change vs previous 13F +36,202 shares

    0.01% of the 13F portfolio, value $12,275,100.

    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 11,238 shares
    Change vs previous 13F +341 shares

    <0.01% of the 13F portfolio, value $2,370,881.

    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 10,897 shares
    Change vs previous 13F -57,320 shares

    <0.01% of the 13F portfolio, value $2,027,714.

    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 68,217 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $13,790,066.

    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).