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Disclosery

BANK OF MONTREAL /CAN/: JEF position timeline

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

BANK OF MONTREAL /CAN/ held 20,077 JEF 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 20,077 shares
    Change vs previous 13F +80 shares

    <0.01% of the 13F portfolio, value $1,003,448.

    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 19,997 shares
    Change vs previous 13F +1,219 shares

    <0.01% of the 13F portfolio, value $825,277.

    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 18,778 shares
    Change vs previous 13F -713 shares

    <0.01% of the 13F portfolio, value $1,163,673.

    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 19,491 shares
    Change vs previous 13F -1,398 shares

    <0.01% of the 13F portfolio, value $1,275,100.

    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 20,889 shares
    Change vs previous 13F -2,020 shares

    <0.01% of the 13F portfolio, value $1,142,421.

    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 22,909 shares
    Change vs previous 13F +217 shares

    <0.01% of the 13F portfolio, value $1,227,235.

    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 22,692 shares
    Change vs previous 13F -110,096 shares

    <0.01% of the 13F portfolio, value $1,779,053.

    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 132,788 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $8,110,692.

    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).