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Disclosery

BANK OF MONTREAL /CAN/: MDY position timeline

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

BANK OF MONTREAL /CAN/ held 477,136 MDY 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 477,136 shares
    Change vs previous 13F -11,802 shares

    0.12% of the 13F portfolio, value $335,589,167.

    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 488,938 shares
    Change vs previous 13F -24,852 shares

    0.13% of the 13F portfolio, value $301,557,140.

    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 513,790 shares
    Change vs previous 13F +11,060 shares

    0.12% of the 13F portfolio, value $309,959,366.

    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 502,730 shares
    Change vs previous 13F +1,879 shares

    0.12% of the 13F portfolio, value $299,642,257.

    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 500,851 shares
    Change vs previous 13F +1,910 shares

    0.14% of the 13F portfolio, value $283,722,049.

    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 498,941 shares
    Change vs previous 13F -17,792 shares

    0.14% of the 13F portfolio, value $266,175,029.

    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 516,733 shares
    Change vs previous 13F +20,981 shares

    0.15% of the 13F portfolio, value $294,320,290.

    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 495,752 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $282,171,846.

    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).