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Disclosery

BANK OF MONTREAL /CAN/: SHYG position timeline

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

BANK OF MONTREAL /CAN/ held 90,239 SHYG 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 90,239 shares
    Change vs previous 13F +1,465 shares

    <0.01% of the 13F portfolio, value $3,827,036.

    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 88,774 shares
    Change vs previous 13F -1,400 shares

    <0.01% of the 13F portfolio, value $3,756,028.

    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 90,174 shares
    Change vs previous 13F -1,375 shares

    <0.01% of the 13F portfolio, value $3,865,760.

    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 91,549 shares
    Change vs previous 13F -332 shares

    <0.01% of the 13F portfolio, value $3,964,072.

    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 91,881 shares
    Change vs previous 13F +3,465 shares

    <0.01% of the 13F portfolio, value $3,963,746.

    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 88,416 shares
    Change vs previous 13F +2,632 shares

    <0.01% of the 13F portfolio, value $3,759,449.

    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 85,784 shares
    Change vs previous 13F +25,913 shares

    <0.01% of the 13F portfolio, value $3,655,256.

    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 59,871 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,600,198.

    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).