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Disclosery

BANK OF MONTREAL /CAN/: SII position timeline

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

BANK OF MONTREAL /CAN/ held 265,252 SII 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 265,252 shares
    Change vs previous 13F +84,831 shares

    0.01% of the 13F portfolio, value $29,857,086.

    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 180,421 shares
    Change vs previous 13F +16,845 shares

    0.01% of the 13F portfolio, value $25,752,282.

    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 163,576 shares
    Change vs previous 13F -13,085 shares

    0.01% of the 13F portfolio, value $16,022,445.

    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 176,661 shares
    Change vs previous 13F +72,227 shares

    0.01% of the 13F portfolio, value $14,679,774.

    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 104,434 shares
    Change vs previous 13F +26,363 shares

    <0.01% of the 13F portfolio, value $7,223,551.

    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 78,071 shares
    Change vs previous 13F +9,472 shares

    <0.01% of the 13F portfolio, value $3,498,194.

    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 68,599 shares
    Change vs previous 13F -17,527 shares

    <0.01% of the 13F portfolio, value $2,886,845.

    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 86,126 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,845,894.

    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).