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Disclosery

BANK OF MONTREAL /CAN/: OTEX position timeline

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

BANK OF MONTREAL /CAN/ held 2,293,648 OTEX 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 2,293,648 shares
    Change vs previous 13F -241,760 shares

    0.02% of the 13F portfolio, value $50,714,258.

    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 2,535,408 shares
    Change vs previous 13F -633,067 shares

    0.02% of the 13F portfolio, value $56,511,112.

    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 3,168,475 shares
    Change vs previous 13F -126,872 shares

    0.04% of the 13F portfolio, value $103,190,215.

    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 3,295,347 shares
    Change vs previous 13F +406,335 shares

    0.05% of the 13F portfolio, value $123,148,579.

    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 2,889,012 shares
    Change vs previous 13F -86,499 shares

    0.04% of the 13F portfolio, value $84,470,311.

    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 2,975,511 shares
    Change vs previous 13F +382,674 shares

    0.04% of the 13F portfolio, value $75,111,069.

    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 2,592,837 shares
    Change vs previous 13F -1,296,258 shares

    0.04% of the 13F portfolio, value $73,283,178.

    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 3,889,095 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $128,609,643.

    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).