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Disclosery

BANK OF MONTREAL /CAN/: MLI position timeline

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

BANK OF MONTREAL /CAN/ held 34,482 MLI 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 34,482 shares
    Change vs previous 13F +1,086 shares

    <0.01% of the 13F portfolio, value $4,238,873.

    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 33,396 shares
    Change vs previous 13F +839 shares

    <0.01% of the 13F portfolio, value $3,700,277.

    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 32,557 shares
    Change vs previous 13F -174,460 shares

    <0.01% of the 13F portfolio, value $3,737,543.

    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 207,017 shares
    Change vs previous 13F +172,044 shares

    0.01% of the 13F portfolio, value $20,931,489.

    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 34,973 shares
    Change vs previous 13F -1,450 shares

    <0.01% of the 13F portfolio, value $2,779,304.

    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 36,423 shares
    Change vs previous 13F -48,500 shares

    <0.01% of the 13F portfolio, value $2,773,248.

    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 84,923 shares
    Change vs previous 13F -13,601 shares

    <0.01% of the 13F portfolio, value $6,739,489.

    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 98,524 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,103,581.

    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).