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Disclosery

BANK OF MONTREAL /CAN/: OZK position timeline

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

BANK OF MONTREAL /CAN/ held 13,643 OZK 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 13,643 shares
    Change vs previous 13F -28,060 shares

    <0.01% of the 13F portfolio, value $710,663.

    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 41,703 shares
    Change vs previous 13F -1,177 shares

    <0.01% of the 13F portfolio, value $1,913,751.

    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 42,880 shares
    Change vs previous 13F -635 shares

    <0.01% of the 13F portfolio, value $1,973,339.

    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 43,515 shares
    Change vs previous 13F -1,406 shares

    <0.01% of the 13F portfolio, value $2,218,395.

    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 44,921 shares
    Change vs previous 13F -1,169 shares

    <0.01% of the 13F portfolio, value $2,113,982.

    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 46,090 shares
    Change vs previous 13F -742 shares

    <0.01% of the 13F portfolio, value $2,002,610.

    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 46,832 shares
    Change vs previous 13F +241 shares

    <0.01% of the 13F portfolio, value $2,085,429.

    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 46,591 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,958,220.

    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).