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Disclosery

BANK OF MONTREAL /CAN/: HLI position timeline

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

BANK OF MONTREAL /CAN/ held 1,300,687 HLI 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 1,300,687 shares
    Change vs previous 13F +151,088 shares

    0.06% of the 13F portfolio, value $174,461,147.

    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 1,149,599 shares
    Change vs previous 13F -49,860 shares

    0.07% of the 13F portfolio, value $165,105,407.

    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 1,199,459 shares
    Change vs previous 13F +1,156,973 shares

    0.08% of the 13F portfolio, value $208,933,764.

    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 42,486 shares
    Change vs previous 13F +20,612 shares

    <0.01% of the 13F portfolio, value $8,723,225.

    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 21,874 shares
    Change vs previous 13F +1,930 shares

    <0.01% of the 13F portfolio, value $3,936,226.

    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 19,944 shares
    Change vs previous 13F -5,864 shares

    <0.01% of the 13F portfolio, value $3,220,957.

    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 25,808 shares
    Change vs previous 13F +1,612 shares

    <0.01% of the 13F portfolio, value $4,481,817.

    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 24,196 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,814,740.

    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).