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Disclosery

BANK OF MONTREAL /CAN/: MO position timeline

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

BANK OF MONTREAL /CAN/ held 2,632,492 MO 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 2,632,492 shares
    Change vs previous 13F +292,500 shares

    0.07% of the 13F portfolio, value $189,407,784.

    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 2,339,992 shares
    Change vs previous 13F -413,406 shares

    0.06% of the 13F portfolio, value $154,416,078.

    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 2,753,398 shares
    Change vs previous 13F +154,793 shares

    0.06% of the 13F portfolio, value $158,760,961.

    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 2,598,605 shares
    Change vs previous 13F +300,037 shares

    0.07% of the 13F portfolio, value $171,663,837.

    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 2,298,568 shares
    Change vs previous 13F -339,024 shares

    0.07% of the 13F portfolio, value $134,765,063.

    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 2,637,592 shares
    Change vs previous 13F -124,955 shares

    0.08% of the 13F portfolio, value $158,308,243.

    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 2,762,547 shares
    Change vs previous 13F -289,097 shares

    0.07% of the 13F portfolio, value $144,453,626.

    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 3,051,644 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $155,786,437.

    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).