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Disclosery

BANK OF MONTREAL /CAN/: ROL position timeline

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

BANK OF MONTREAL /CAN/ held 1,725,651 ROL 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 1,725,651 shares
    Change vs previous 13F +202,635 shares

    0.03% of the 13F portfolio, value $72,028,672.

    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 1,523,016 shares
    Change vs previous 13F +97,226 shares

    0.03% of the 13F portfolio, value $81,344,268.

    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 1,425,790 shares
    Change vs previous 13F +76,471 shares

    0.03% of the 13F portfolio, value $85,575,931.

    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 1,349,319 shares
    Change vs previous 13F +36,429 shares

    0.03% of the 13F portfolio, value $79,258,979.

    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 1,312,890 shares
    Change vs previous 13F +198,097 shares

    0.04% of the 13F portfolio, value $74,073,274.

    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 1,114,793 shares
    Change vs previous 13F +368,838 shares

    0.03% of the 13F portfolio, value $60,232,257.

    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 745,955 shares
    Change vs previous 13F +514,672 shares

    0.02% of the 13F portfolio, value $34,575,027.

    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 231,283 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $11,552,586.

    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).