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Disclosery

BANK OF MONTREAL /CAN/: SHM position timeline

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

BANK OF MONTREAL /CAN/ held 93,847 SHM 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 93,847 shares
    Change vs previous 13F +5,696 shares

    <0.01% of the 13F portfolio, value $4,501,371.

    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 88,151 shares
    Change vs previous 13F +7,871 shares

    <0.01% of the 13F portfolio, value $4,216,263.

    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 80,280 shares
    Change vs previous 13F +6,904 shares

    <0.01% of the 13F portfolio, value $3,852,637.

    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 73,376 shares
    Change vs previous 13F +2,541 shares

    <0.01% of the 13F portfolio, value $3,538,191.

    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 70,835 shares
    Change vs previous 13F -2,030 shares

    <0.01% of the 13F portfolio, value $3,388,038.

    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 72,865 shares
    Change vs previous 13F +16,887 shares

    <0.01% of the 13F portfolio, value $3,468,374.

    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 55,978 shares
    Change vs previous 13F +19,483 shares

    <0.01% of the 13F portfolio, value $2,652,798.

    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 36,495 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,758,694.

    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).