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Disclosery

BANK OF MONTREAL /CAN/: OKTA position timeline

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

BANK OF MONTREAL /CAN/ held 39,498 OKTA 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 39,498 shares
    Change vs previous 13F -8,440 shares

    <0.01% of the 13F portfolio, value $5,389,503.

    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 47,938 shares
    Change vs previous 13F +7,953 shares

    <0.01% of the 13F portfolio, value $3,773,200.

    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 39,985 shares
    Change vs previous 13F -109,866 shares

    <0.01% of the 13F portfolio, value $3,457,502.

    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 149,851 shares
    Change vs previous 13F -3,226 shares

    0.01% of the 13F portfolio, value $13,741,337.

    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 153,077 shares
    Change vs previous 13F +19,127 shares

    0.01% of the 13F portfolio, value $15,303,109.

    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 133,950 shares
    Change vs previous 13F -19,699 shares

    0.01% of the 13F portfolio, value $14,094,219.

    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 153,649 shares
    Change vs previous 13F -105,407 shares

    0.01% of the 13F portfolio, value $12,107,542.

    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 259,056 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $19,167,553.

    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).