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Disclosery

BANK OF MONTREAL /CAN/: HOMB position timeline

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

BANK OF MONTREAL /CAN/ held 15,853 HOMB 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 15,853 shares
    Change vs previous 13F -555 shares

    <0.01% of the 13F portfolio, value $452,603.

    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 16,408 shares
    Change vs previous 13F +868 shares

    <0.01% of the 13F portfolio, value $441,867.

    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 15,540 shares
    Change vs previous 13F -74 shares

    <0.01% of the 13F portfolio, value $431,702.

    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 15,614 shares
    Change vs previous 13F -3,122 shares

    <0.01% of the 13F portfolio, value $441,877.

    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 18,736 shares
    Change vs previous 13F -1,304 shares

    <0.01% of the 13F portfolio, value $533,226.

    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 20,040 shares
    Change vs previous 13F -873 shares

    <0.01% of the 13F portfolio, value $566,531.

    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 20,913 shares
    Change vs previous 13F +3,175 shares

    <0.01% of the 13F portfolio, value $591,838.

    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 17,738 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $475,911.

    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).