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Disclosery

BANK OF MONTREAL /CAN/: OWL position timeline

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

BANK OF MONTREAL /CAN/ held 288,766 OWL 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 288,766 shares
    Change vs previous 13F +101,626 shares

    <0.01% of the 13F portfolio, value $2,526,708.

    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 187,140 shares
    Change vs previous 13F +102,769 shares

    <0.01% of the 13F portfolio, value $1,708,592.

    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 84,371 shares
    Change vs previous 13F +50,437 shares

    <0.01% of the 13F portfolio, value $1,260,503.

    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 33,934 shares
    Change vs previous 13F +20,452 shares

    <0.01% of the 13F portfolio, value $574,494.

    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 13,482 shares
    Change vs previous 13F -1,413 shares

    <0.01% of the 13F portfolio, value $258,989.

    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 14,895 shares
    Change vs previous 13F -64,906 shares

    <0.01% of the 13F portfolio, value $298,496.

    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 79,801 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,856,171.

    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).