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Disclosery

BANK OF MONTREAL /CAN/: PM position timeline

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

BANK OF MONTREAL /CAN/ held 2,766,833 PM 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 2,766,833 shares
    Change vs previous 13F +256,047 shares

    0.19% of the 13F portfolio, value $500,547,783.

    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 2,510,786 shares
    Change vs previous 13F +492,550 shares

    0.17% of the 13F portfolio, value $415,133,383.

    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 2,018,236 shares
    Change vs previous 13F +119,276 shares

    0.13% of the 13F portfolio, value $323,725,077.

    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 1,898,960 shares
    Change vs previous 13F +6,891 shares

    0.13% of the 13F portfolio, value $308,011,326.

    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 1,892,069 shares
    Change vs previous 13F -201,223 shares

    0.17% of the 13F portfolio, value $344,602,543.

    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 2,093,292 shares
    Change vs previous 13F +217,879 shares

    0.17% of the 13F portfolio, value $332,268,194.

    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 1,875,413 shares
    Change vs previous 13F -1,295,136 shares

    0.11% of the 13F portfolio, value $225,706,020.

    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 3,170,549 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $382,431,690.

    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).