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BANK OF MONTREAL /CAN/: SHLD position timeline

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

BANK OF MONTREAL /CAN/ held 3,140,770 SHLD 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 3,140,770 shares
    Change vs previous 13F +362,712 shares

    0.07% of the 13F portfolio, value $187,535,377.

    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 2,778,058 shares
    Change vs previous 13F +2,534,211 shares

    0.08% of the 13F portfolio, value $196,797,630.

    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 243,847 shares
    Change vs previous 13F +83,562 shares

    0.01% of the 13F portfolio, value $15,798,848.

    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 160,285 shares
    Change vs previous 13F +153,146 shares

    <0.01% of the 13F portfolio, value $11,258,418.

    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 7,139 shares
    Change vs previous 13F +6,544 shares

    <0.01% of the 13F portfolio, value $430,125.

    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 595 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $27,697.

    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).