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Disclosery

BANK OF MONTREAL /CAN/: SF position timeline

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

BANK OF MONTREAL /CAN/ held 95,878 SF 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 95,878 shares
    Change vs previous 13F +16,564 shares

    <0.01% of the 13F portfolio, value $6,689,441.

    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 79,314 shares
    Change vs previous 13F +12,703 shares

    <0.01% of the 13F portfolio, value $5,862,878.

    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 66,611 shares
    Change vs previous 13F -3,036 shares

    <0.01% of the 13F portfolio, value $8,340,982.

    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 69,647 shares
    Change vs previous 13F +4,492 shares

    <0.01% of the 13F portfolio, value $7,902,869.

    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 65,155 shares
    Change vs previous 13F +1,741 shares

    <0.01% of the 13F portfolio, value $6,761,749.

    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 63,414 shares
    Change vs previous 13F +4,989 shares

    <0.01% of the 13F portfolio, value $5,977,414.

    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 58,425 shares
    Change vs previous 13F +3,562 shares

    <0.01% of the 13F portfolio, value $6,197,685.

    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 54,863 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,138,427.

    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).