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Disclosery

BANK OF MONTREAL /CAN/: OC position timeline

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

BANK OF MONTREAL /CAN/ held 31,167 OC 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 31,167 shares
    Change vs previous 13F -745 shares

    <0.01% of the 13F portfolio, value $4,954,306.

    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 31,912 shares
    Change vs previous 13F +20,079 shares

    <0.01% of the 13F portfolio, value $3,453,517.

    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 11,833 shares
    Change vs previous 13F -1,381 shares

    <0.01% of the 13F portfolio, value $1,324,232.

    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 13,214 shares
    Change vs previous 13F -718 shares

    <0.01% of the 13F portfolio, value $1,869,253.

    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 13,932 shares
    Change vs previous 13F -3,636 shares

    <0.01% of the 13F portfolio, value $1,915,929.

    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 17,568 shares
    Change vs previous 13F +425 shares

    <0.01% of the 13F portfolio, value $2,509,062.

    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 17,143 shares
    Change vs previous 13F +1,365 shares

    <0.01% of the 13F portfolio, value $2,919,796.

    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 15,778 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,750,106.

    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).