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Disclosery

BANK OF MONTREAL /CAN/: HQY position timeline

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

BANK OF MONTREAL /CAN/ held 15,135 HQY 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 15,135 shares
    Change vs previous 13F +927 shares

    <0.01% of the 13F portfolio, value $1,366,993.

    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 14,208 shares
    Change vs previous 13F +2,263 shares

    <0.01% of the 13F portfolio, value $1,187,363.

    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 11,945 shares
    Change vs previous 13F -1,231 shares

    <0.01% of the 13F portfolio, value $1,094,282.

    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 13,176 shares
    Change vs previous 13F -2,246 shares

    <0.01% of the 13F portfolio, value $1,248,689.

    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 15,422 shares
    Change vs previous 13F -2,998 shares

    <0.01% of the 13F portfolio, value $1,615,609.

    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 18,420 shares
    Change vs previous 13F +5,664 shares

    <0.01% of the 13F portfolio, value $1,627,776.

    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 12,756 shares
    Change vs previous 13F +1,338 shares

    <0.01% of the 13F portfolio, value $1,223,938.

    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 11,418 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $912,640.

    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).