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Disclosery

BANK OF MONTREAL /CAN/: PFM position timeline

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

BANK OF MONTREAL /CAN/ held 23,178 PFM 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 23,178 shares
    Change vs previous 13F -794 shares

    <0.01% of the 13F portfolio, value $1,285,322.

    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 23,972 shares
    Change vs previous 13F +1,313 shares

    <0.01% of the 13F portfolio, value $1,224,775.

    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 22,659 shares
    Change vs previous 13F +707 shares

    <0.01% of the 13F portfolio, value $1,167,045.

    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 21,952 shares
    Change vs previous 13F +652 shares

    <0.01% of the 13F portfolio, value $1,113,844.

    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 21,300 shares
    Change vs previous 13F +345 shares

    <0.01% of the 13F portfolio, value $1,026,021.

    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 20,955 shares
    Change vs previous 13F +2,083 shares

    <0.01% of the 13F portfolio, value $959,320.

    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 18,872 shares
    Change vs previous 13F +606 shares

    <0.01% of the 13F portfolio, value $865,470.

    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 18,266 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $845,716.

    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).