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Disclosery

BANK OF MONTREAL /CAN/: LOPE position timeline

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

BANK OF MONTREAL /CAN/ held 536,918 LOPE 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 536,918 shares
    Change vs previous 13F +75,318 shares

    0.03% of the 13F portfolio, value $76,838,335.

    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 461,600 shares
    Change vs previous 13F -18,860 shares

    0.03% of the 13F portfolio, value $78,485,848.

    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 480,460 shares
    Change vs previous 13F +472,714 shares

    0.03% of the 13F portfolio, value $79,905,302.

    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 7,746 shares
    Change vs previous 13F -987 shares

    <0.01% of the 13F portfolio, value $1,700,402.

    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 8,733 shares
    Change vs previous 13F -886 shares

    <0.01% of the 13F portfolio, value $1,650,537.

    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 9,619 shares
    Change vs previous 13F -7,284 shares

    <0.01% of the 13F portfolio, value $1,664,281.

    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 16,903 shares
    Change vs previous 13F +314 shares

    <0.01% of the 13F portfolio, value $2,768,711.

    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 16,589 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,361,278.

    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).