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Disclosery

BANK OF MONTREAL /CAN/: PEG position timeline

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

BANK OF MONTREAL /CAN/ held 585,572 PEG 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 585,572 shares
    Change vs previous 13F +94,016 shares

    0.02% of the 13F portfolio, value $47,525,006.

    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 491,556 shares
    Change vs previous 13F -34,899 shares

    0.02% of the 13F portfolio, value $39,791,454.

    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 526,455 shares
    Change vs previous 13F +39,192 shares

    0.02% of the 13F portfolio, value $42,274,333.

    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 487,263 shares
    Change vs previous 13F +49,087 shares

    0.02% of the 13F portfolio, value $40,666,969.

    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 438,176 shares
    Change vs previous 13F -71,059 shares

    0.02% of the 13F portfolio, value $36,885,654.

    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 509,235 shares
    Change vs previous 13F -159,088 shares

    0.02% of the 13F portfolio, value $41,910,041.

    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 668,323 shares
    Change vs previous 13F -31,496 shares

    0.03% of the 13F portfolio, value $56,466,610.

    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 699,819 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $61,759,042.

    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).