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Disclosery

BANK OF MONTREAL /CAN/: MOH position timeline

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

BANK OF MONTREAL /CAN/ held 25,371 MOH 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 25,371 shares
    Change vs previous 13F +15,132 shares

    <0.01% of the 13F portfolio, value $5,802,349.

    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 10,239 shares
    Change vs previous 13F -33,447 shares

    <0.01% of the 13F portfolio, value $1,364,858.

    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 43,686 shares
    Change vs previous 13F -1,274 shares

    <0.01% of the 13F portfolio, value $7,581,269.

    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 44,960 shares
    Change vs previous 13F +9,340 shares

    <0.01% of the 13F portfolio, value $8,603,547.

    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 35,620 shares
    Change vs previous 13F -10,689 shares

    0.01% of the 13F portfolio, value $10,611,197.

    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 46,309 shares
    Change vs previous 13F -8,650 shares

    0.01% of the 13F portfolio, value $15,253,721.

    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 54,959 shares
    Change vs previous 13F -7,759 shares

    0.01% of the 13F portfolio, value $15,995,817.

    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 62,718 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $21,440,776.

    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).