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BANK OF MONTREAL /CAN/: HR position timeline

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

BANK OF MONTREAL /CAN/ held 46,771 HR 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 46,771 shares
    Change vs previous 13F -472,403 shares

    <0.01% of the 13F portfolio, value $943,371.

    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 519,174 shares
    Change vs previous 13F +472,883 shares

    <0.01% of the 13F portfolio, value $8,820,766.

    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 46,291 shares
    Change vs previous 13F -167,617 shares

    <0.01% of the 13F portfolio, value $784,633.

    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 213,908 shares
    Change vs previous 13F +143,992 shares

    <0.01% of the 13F portfolio, value $3,856,761.

    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 69,916 shares
    Change vs previous 13F +5,677 shares

    <0.01% of the 13F portfolio, value $1,108,868.

    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 64,239 shares
    Change vs previous 13F +179 shares

    <0.01% of the 13F portfolio, value $1,085,640.

    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 64,060 shares
    Change vs previous 13F +6,137 shares

    <0.01% of the 13F portfolio, value $1,085,817.

    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 57,923 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,053,039.

    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).