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Disclosery

BANK OF MONTREAL /CAN/: PSX position timeline

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

BANK OF MONTREAL /CAN/ held 690,089 PSX 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 690,089 shares
    Change vs previous 13F -36,400 shares

    0.04% of the 13F portfolio, value $116,659,656.

    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 726,489 shares
    Change vs previous 13F +6,363 shares

    0.06% of the 13F portfolio, value $132,351,767.

    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 720,126 shares
    Change vs previous 13F +53,680 shares

    0.04% of the 13F portfolio, value $92,924,972.

    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 666,446 shares
    Change vs previous 13F +27,240 shares

    0.04% of the 13F portfolio, value $90,650,052.

    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 639,206 shares
    Change vs previous 13F -33,468 shares

    0.04% of the 13F portfolio, value $76,257,227.

    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 672,674 shares
    Change vs previous 13F -104,122 shares

    0.04% of the 13F portfolio, value $83,061,725.

    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 776,796 shares
    Change vs previous 13F -857,080 shares

    0.04% of the 13F portfolio, value $88,500,418.

    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 1,633,876 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $214,119,502.

    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).