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Disclosery

BANK OF MONTREAL /CAN/: SHO position timeline

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

BANK OF MONTREAL /CAN/ held 15,665 SHO 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 15,665 shares
    Change vs previous 13F +1,709 shares

    <0.01% of the 13F portfolio, value $179,365.

    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 13,956 shares
    Change vs previous 13F +461 shares

    <0.01% of the 13F portfolio, value $125,744.

    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 13,495 shares
    Change vs previous 13F -382 shares

    <0.01% of the 13F portfolio, value $120,646.

    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 13,877 shares
    Change vs previous 13F -17,563 shares

    <0.01% of the 13F portfolio, value $130,027.

    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 31,440 shares
    Change vs previous 13F +873 shares

    <0.01% of the 13F portfolio, value $272,899.

    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 30,567 shares
    Change vs previous 13F +7,518 shares

    <0.01% of the 13F portfolio, value $287,636.

    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 23,049 shares
    Change vs previous 13F -110,530 shares

    <0.01% of the 13F portfolio, value $272,901.

    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 133,579 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,415,937.

    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).