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Disclosery

BANK OF MONTREAL /CAN/: SDY position timeline

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

BANK OF MONTREAL /CAN/ held 142,939 SDY 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 142,939 shares
    Change vs previous 13F -16,480 shares

    0.01% of the 13F portfolio, value $21,752,334.

    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 159,419 shares
    Change vs previous 13F -32,796 shares

    0.01% of the 13F portfolio, value $23,265,438.

    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 192,215 shares
    Change vs previous 13F -2,498 shares

    0.01% of the 13F portfolio, value $26,748,458.

    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 194,713 shares
    Change vs previous 13F -11,470 shares

    0.01% of the 13F portfolio, value $27,269,480.

    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 206,183 shares
    Change vs previous 13F -4,330 shares

    0.01% of the 13F portfolio, value $27,985,116.

    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 210,513 shares
    Change vs previous 13F -1,929 shares

    0.01% of the 13F portfolio, value $28,562,369.

    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 212,442 shares
    Change vs previous 13F -5,504 shares

    0.01% of the 13F portfolio, value $28,063,543.

    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 217,946 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $30,880,804.

    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).