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Disclosery

BANK OF MONTREAL /CAN/: SBH position timeline

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

BANK OF MONTREAL /CAN/ held 13,180 SBH 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 13,180 shares
    Change vs previous 13F +86 shares

    <0.01% of the 13F portfolio, value $186,365.

    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 13,094 shares
    Change vs previous 13F +1,026 shares

    <0.01% of the 13F portfolio, value $181,351.

    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 12,068 shares
    Change vs previous 13F -219 shares

    <0.01% of the 13F portfolio, value $174,141.

    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 12,287 shares
    Change vs previous 13F -9,174 shares

    <0.01% of the 13F portfolio, value $200,033.

    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 21,461 shares
    Change vs previous 13F +2,093 shares

    <0.01% of the 13F portfolio, value $193,364.

    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 19,368 shares
    Change vs previous 13F -9,875 shares

    <0.01% of the 13F portfolio, value $174,893.

    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 29,243 shares
    Change vs previous 13F -351,416 shares

    <0.01% of the 13F portfolio, value $305,589.

    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 380,659 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,108,443.

    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).