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Disclosery

BANK OF MONTREAL /CAN/: SHLS position timeline

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

BANK OF MONTREAL /CAN/ held 86,343 SHLS 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 86,343 shares
    Change vs previous 13F +29,524 shares

    <0.01% of the 13F portfolio, value $854,796.

    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 56,819 shares
    Change vs previous 13F +23,309 shares

    <0.01% of the 13F portfolio, value $373,869.

    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 33,510 shares
    Change vs previous 13F +1,620 shares

    <0.01% of the 13F portfolio, value $284,835.

    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 31,890 shares
    Change vs previous 13F -2,690 shares

    <0.01% of the 13F portfolio, value $236,305.

    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 34,580 shares
    Change vs previous 13F -965 shares

    <0.01% of the 13F portfolio, value $146,965.

    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 35,545 shares
    Change vs previous 13F -37,082 shares

    <0.01% of the 13F portfolio, value $118,010.

    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 72,627 shares
    Change vs previous 13F +28,319 shares

    <0.01% of the 13F portfolio, value $401,628.

    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 44,308 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $258,316.

    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).