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Disclosery

BANK OF MONTREAL /CAN/: PDI position timeline

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

BANK OF MONTREAL /CAN/ held 243,163 PDI 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 243,163 shares
    Change vs previous 13F +18,600 shares

    <0.01% of the 13F portfolio, value $4,060,822.

    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 224,563 shares
    Change vs previous 13F +40,963 shares

    <0.01% of the 13F portfolio, value $3,842,273.

    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 183,600 shares
    Change vs previous 13F -4,920 shares

    <0.01% of the 13F portfolio, value $3,251,556.

    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 188,520 shares
    Change vs previous 13F +5,049 shares

    <0.01% of the 13F portfolio, value $3,732,696.

    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 183,471 shares
    Change vs previous 13F +11,829 shares

    <0.01% of the 13F portfolio, value $3,480,445.

    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 171,642 shares
    Change vs previous 13F +9,138 shares

    <0.01% of the 13F portfolio, value $3,398,512.

    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 162,504 shares
    Change vs previous 13F +33,618 shares

    <0.01% of the 13F portfolio, value $2,980,324.

    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 128,886 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,243,905.

    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).