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Disclosery

BANK OF MONTREAL /CAN/: IR position timeline

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

BANK OF MONTREAL /CAN/ held 301,429 IR 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 301,429 shares
    Change vs previous 13F +61,089 shares

    0.01% of the 13F portfolio, value $24,714,164.

    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 240,340 shares
    Change vs previous 13F -55,368 shares

    0.01% of the 13F portfolio, value $19,256,040.

    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 295,708 shares
    Change vs previous 13F +23,890 shares

    0.01% of the 13F portfolio, value $23,425,987.

    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 271,818 shares
    Change vs previous 13F -44,078 shares

    0.01% of the 13F portfolio, value $22,457,604.

    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 315,896 shares
    Change vs previous 13F -94,702 shares

    0.01% of the 13F portfolio, value $26,276,229.

    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 410,598 shares
    Change vs previous 13F -86,580 shares

    0.02% of the 13F portfolio, value $32,860,159.

    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 497,178 shares
    Change vs previous 13F +7,791 shares

    0.02% of the 13F portfolio, value $44,974,721.

    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 489,387 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $47,999,077.

    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).