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Disclosery

BANK OF MONTREAL /CAN/: SMCI position timeline

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

BANK OF MONTREAL /CAN/ held 2,013,916 SMCI 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 2,013,916 shares
    Change vs previous 13F +676,361 shares

    0.02% of the 13F portfolio, value $59,068,157.

    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 1,337,555 shares
    Change vs previous 13F -1,213,297 shares

    0.01% of the 13F portfolio, value $30,456,127.

    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 2,550,852 shares
    Change vs previous 13F +130,413 shares

    0.03% of the 13F portfolio, value $74,663,439.

    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 2,420,439 shares
    Change vs previous 13F +1,929,637 shares

    0.05% of the 13F portfolio, value $116,035,847.

    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 490,802 shares
    Change vs previous 13F -44,208 shares

    0.01% of the 13F portfolio, value $24,054,206.

    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 535,010 shares
    Change vs previous 13F -128,292 shares

    0.01% of the 13F portfolio, value $18,318,744.

    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 663,302 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $20,217,446.

    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).