Skip to content
Disclosery

BANK OF MONTREAL /CAN/: PEN position timeline

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

BANK OF MONTREAL /CAN/ held 8,698 PEN 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 8,698 shares
    Change vs previous 13F -321 shares

    <0.01% of the 13F portfolio, value $2,746,393.

    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 9,019 shares
    Change vs previous 13F -1,630 shares

    <0.01% of the 13F portfolio, value $2,961,568.

    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 10,649 shares
    Change vs previous 13F -6,550 shares

    <0.01% of the 13F portfolio, value $3,310,881.

    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 17,199 shares
    Change vs previous 13F +2,171 shares

    <0.01% of the 13F portfolio, value $4,356,850.

    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 15,028 shares
    Change vs previous 13F -2,203 shares

    <0.01% of the 13F portfolio, value $3,856,636.

    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 17,231 shares
    Change vs previous 13F +5,883 shares

    <0.01% of the 13F portfolio, value $4,607,742.

    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 11,348 shares
    Change vs previous 13F -5,310 shares

    <0.01% of the 13F portfolio, value $2,694,923.

    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 16,658 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,190,840.

    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).