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Disclosery

BANK OF MONTREAL /CAN/: PEP position timeline

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

BANK OF MONTREAL /CAN/ held 2,521,805 PEP 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 2,521,805 shares
    Change vs previous 13F +251,234 shares

    0.13% of the 13F portfolio, value $341,452,353.

    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 2,270,571 shares
    Change vs previous 13F -335,832 shares

    0.15% of the 13F portfolio, value $352,596,924.

    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 2,606,403 shares
    Change vs previous 13F +121,490 shares

    0.15% of the 13F portfolio, value $374,071,071.

    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 2,484,913 shares
    Change vs previous 13F -375,884 shares

    0.14% of the 13F portfolio, value $348,981,140.

    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 2,860,797 shares
    Change vs previous 13F -153,163 shares

    0.19% of the 13F portfolio, value $377,739,611.

    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 3,013,960 shares
    Change vs previous 13F -645,023 shares

    0.24% of the 13F portfolio, value $451,913,094.

    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 3,658,983 shares
    Change vs previous 13F +111,053 shares

    0.28% of the 13F portfolio, value $556,385,003.

    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 3,547,930 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $603,148,123.

    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).