Skip to content
Disclosery

BANK OF MONTREAL /CAN/: OTIS position timeline

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

BANK OF MONTREAL /CAN/ held 1,906,445 OTIS 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 1,906,445 shares
    Change vs previous 13F +360,130 shares

    0.05% of the 13F portfolio, value $136,501,463.

    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 1,546,315 shares
    Change vs previous 13F +472,379 shares

    0.05% of the 13F portfolio, value $119,189,961.

    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 1,073,936 shares
    Change vs previous 13F +768,859 shares

    0.04% of the 13F portfolio, value $93,808,309.

    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 305,077 shares
    Change vs previous 13F +36,414 shares

    0.01% of the 13F portfolio, value $27,893,189.

    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 268,663 shares
    Change vs previous 13F -507,588 shares

    0.01% of the 13F portfolio, value $26,603,011.

    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 776,251 shares
    Change vs previous 13F +370,669 shares

    0.04% of the 13F portfolio, value $80,109,101.

    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 405,582 shares
    Change vs previous 13F -4,210 shares

    0.02% of the 13F portfolio, value $37,560,949.

    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 409,792 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $42,794,579.

    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).