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BANK OF MONTREAL /CAN/: SCHR position timeline

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

BANK OF MONTREAL /CAN/ held 560,068 SCHR 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 560,068 shares
    Change vs previous 13F +38,352 shares

    0.01% of the 13F portfolio, value $13,811,281.

    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 521,716 shares
    Change vs previous 13F +26,206 shares

    0.01% of the 13F portfolio, value $12,995,934.

    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 495,510 shares
    Change vs previous 13F +107,171 shares

    <0.01% of the 13F portfolio, value $12,427,389.

    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 388,339 shares
    Change vs previous 13F +24,842 shares

    <0.01% of the 13F portfolio, value $9,758,952.

    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 363,497 shares
    Change vs previous 13F +2,968 shares

    <0.01% of the 13F portfolio, value $9,098,331.

    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 360,529 shares
    Change vs previous 13F +4,311 shares

    <0.01% of the 13F portfolio, value $8,962,758.

    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 356,218 shares
    Change vs previous 13F -904,010 shares

    <0.01% of the 13F portfolio, value $8,652,528.

    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 1,260,228 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $63,918,740.

    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).