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Disclosery

BANK OF MONTREAL /CAN/: SBS position timeline

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

BANK OF MONTREAL /CAN/ held 757,003 SBS 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 757,003 shares
    Change vs previous 13F +609,492 shares

    <0.01% of the 13F portfolio, value $4,375,477.

    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 147,511 shares
    Change vs previous 13F +2,318 shares

    <0.01% of the 13F portfolio, value $4,500,547.

    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 145,193 shares
    Change vs previous 13F -10,715 shares

    <0.01% of the 13F portfolio, value $3,462,841.

    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 155,908 shares
    Change vs previous 13F -16,372 shares

    <0.01% of the 13F portfolio, value $3,880,549.

    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 172,280 shares
    Change vs previous 13F -6,526 shares

    <0.01% of the 13F portfolio, value $3,784,991.

    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 178,806 shares
    Change vs previous 13F +2,847 shares

    <0.01% of the 13F portfolio, value $3,193,476.

    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 175,959 shares
    Change vs previous 13F -27,766 shares

    <0.01% of the 13F portfolio, value $2,521,493.

    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 203,725 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,373,686.

    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).