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Disclosery

BANK OF MONTREAL /CAN/: LVHI position timeline

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

BANK OF MONTREAL /CAN/ held 39,646 LVHI 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 39,646 shares
    Change vs previous 13F +380 shares

    <0.01% of the 13F portfolio, value $1,609,033.

    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 39,266 shares
    Change vs previous 13F +5,552 shares

    <0.01% of the 13F portfolio, value $1,591,844.

    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 33,714 shares
    Change vs previous 13F -690 shares

    <0.01% of the 13F portfolio, value $1,241,350.

    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 34,404 shares
    Change vs previous 13F +2,892 shares

    <0.01% of the 13F portfolio, value $1,195,539.

    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 31,512 shares
    Change vs previous 13F -4,924 shares

    <0.01% of the 13F portfolio, value $1,025,716.

    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 36,436 shares
    Change vs previous 13F +17,144 shares

    <0.01% of the 13F portfolio, value $1,179,433.

    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 19,292 shares
    Change vs previous 13F +11,070 shares

    <0.01% of the 13F portfolio, value $588,792.

    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 8,222 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $256,937.

    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).