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Disclosery

BANK OF MONTREAL /CAN/: SDVY position timeline

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

BANK OF MONTREAL /CAN/ held 3,824 SDVY 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 3,824 shares
    Change vs previous 13F -1,127 shares

    <0.01% of the 13F portfolio, value $164,953.

    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 4,951 shares
    Change vs previous 13F +107 shares

    <0.01% of the 13F portfolio, value $195,203.

    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 4,844 shares
    Change vs previous 13F +2,944 shares

    <0.01% of the 13F portfolio, value $185,605.

    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 1,900 shares
    Change vs previous 13F +687 shares

    <0.01% of the 13F portfolio, value $72,256.

    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 1,213 shares
    Change vs previous 13F +1,184 shares

    <0.01% of the 13F portfolio, value $42,809.

    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 29 shares
    Change vs previous 13F -1,163 shares

    <0.01% of the 13F portfolio, value $981.

    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 1,192 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $42,750.

    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).