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Disclosery

BANK OF MONTREAL /CAN/: HUM position timeline

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

BANK OF MONTREAL /CAN/ held 158,143 HUM 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 158,143 shares
    Change vs previous 13F -15,450 shares

    0.02% of the 13F portfolio, value $62,817,562.

    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 173,593 shares
    Change vs previous 13F -2,872 shares

    0.01% of the 13F portfolio, value $30,099,336.

    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 176,465 shares
    Change vs previous 13F -25,352 shares

    0.02% of the 13F portfolio, value $45,198,004.

    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 201,817 shares
    Change vs previous 13F +52,044 shares

    0.02% of the 13F portfolio, value $52,506,729.

    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 149,773 shares
    Change vs previous 13F +6,349 shares

    0.02% of the 13F portfolio, value $36,616,503.

    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 143,424 shares
    Change vs previous 13F -18,716 shares

    0.02% of the 13F portfolio, value $37,949,991.

    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 162,140 shares
    Change vs previous 13F -27,028 shares

    0.02% of the 13F portfolio, value $41,136,540.

    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 189,168 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $60,452,419.

    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).