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Disclosery

BANK OF MONTREAL /CAN/: PATH position timeline

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

BANK OF MONTREAL /CAN/ held 52,510 PATH 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 52,510 shares
    Change vs previous 13F -8,986 shares

    <0.01% of the 13F portfolio, value $570,783.

    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 61,496 shares
    Change vs previous 13F -24,537 shares

    <0.01% of the 13F portfolio, value $682,606.

    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 86,033 shares
    Change vs previous 13F +28,647 shares

    <0.01% of the 13F portfolio, value $1,410,082.

    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 57,386 shares
    Change vs previous 13F +4,402 shares

    <0.01% of the 13F portfolio, value $767,824.

    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 52,984 shares
    Change vs previous 13F -69,071 shares

    <0.01% of the 13F portfolio, value $678,196.

    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 122,055 shares
    Change vs previous 13F +28,864 shares

    <0.01% of the 13F portfolio, value $1,257,166.

    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 93,191 shares
    Change vs previous 13F -51,656 shares

    <0.01% of the 13F portfolio, value $1,184,458.

    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 144,847 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,854,042.

    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).