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Disclosery

BANK OF MONTREAL /CAN/: HLN position timeline

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

BANK OF MONTREAL /CAN/ held 908,864 HLN 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 908,864 shares
    Change vs previous 13F -37,769 shares

    <0.01% of the 13F portfolio, value $8,479,701.

    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 946,633 shares
    Change vs previous 13F -7,553,863 shares

    <0.01% of the 13F portfolio, value $9,475,797.

    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 8,500,496 shares
    Change vs previous 13F +6,966,416 shares

    0.03% of the 13F portfolio, value $85,940,015.

    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 1,534,080 shares
    Change vs previous 13F +197,825 shares

    0.01% of the 13F portfolio, value $13,760,697.

    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 1,336,255 shares
    Change vs previous 13F -872,888 shares

    0.01% of the 13F portfolio, value $13,856,964.

    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 2,209,143 shares
    Change vs previous 13F +1,504,386 shares

    0.01% of the 13F portfolio, value $22,732,081.

    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 704,757 shares
    Change vs previous 13F -12,417 shares

    <0.01% of the 13F portfolio, value $6,723,382.

    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 717,174 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,652,246.

    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).