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Disclosery

BANK OF MONTREAL /CAN/: SHY position timeline

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

BANK OF MONTREAL /CAN/ held 4,344,176 SHY 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 4,344,176 shares
    Change vs previous 13F +676,403 shares

    0.13% of the 13F portfolio, value $356,700,247.

    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 3,667,773 shares
    Change vs previous 13F +319,708 shares

    0.13% of the 13F portfolio, value $302,847,966.

    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 3,348,065 shares
    Change vs previous 13F -101,150 shares

    0.11% of the 13F portfolio, value $277,286,743.

    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 3,449,215 shares
    Change vs previous 13F -99,442 shares

    0.12% of the 13F portfolio, value $286,146,848.

    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 3,548,657 shares
    Change vs previous 13F -107,644 shares

    0.15% of the 13F portfolio, value $294,041,700.

    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 3,656,301 shares
    Change vs previous 13F -1,526,390 shares

    0.16% of the 13F portfolio, value $302,485,739.

    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 5,182,691 shares
    Change vs previous 13F +47,346 shares

    0.21% of the 13F portfolio, value $424,877,026.

    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 5,135,345 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $427,620,175.

    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).