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Disclosery

BANK OF MONTREAL /CAN/: PH position timeline

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

BANK OF MONTREAL /CAN/ held 589,356 PH 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 589,356 shares
    Change vs previous 13F +22,707 shares

    0.21% of the 13F portfolio, value $576,460,277.

    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 566,649 shares
    Change vs previous 13F -22,230 shares

    0.21% of the 13F portfolio, value $507,287,278.

    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 588,879 shares
    Change vs previous 13F +12,923 shares

    0.21% of the 13F portfolio, value $517,601,625.

    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 575,956 shares
    Change vs previous 13F -49,872 shares

    0.18% of the 13F portfolio, value $436,660,777.

    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 625,828 shares
    Change vs previous 13F -45,460 shares

    0.22% of the 13F portfolio, value $437,121,668.

    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 671,288 shares
    Change vs previous 13F -22,595 shares

    0.21% of the 13F portfolio, value $408,042,717.

    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 693,883 shares
    Change vs previous 13F -27,834 shares

    0.22% of the 13F portfolio, value $441,330,163.

    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 721,717 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $456,680,999.

    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).