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Disclosery

BANK OF MONTREAL /CAN/: SMG position timeline

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

BANK OF MONTREAL /CAN/ held 45,686 SMG 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 45,686 shares
    Change vs previous 13F +1,710 shares

    <0.01% of the 13F portfolio, value $3,111,673.

    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 43,976 shares
    Change vs previous 13F +8,576 shares

    <0.01% of the 13F portfolio, value $2,674,182.

    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 35,400 shares
    Change vs previous 13F -9,343 shares

    <0.01% of the 13F portfolio, value $2,065,591.

    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 44,743 shares
    Change vs previous 13F -1,658 shares

    <0.01% of the 13F portfolio, value $2,548,114.

    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 46,401 shares
    Change vs previous 13F +10,992 shares

    <0.01% of the 13F portfolio, value $3,060,610.

    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 35,409 shares
    Change vs previous 13F +740 shares

    <0.01% of the 13F portfolio, value $1,943,600.

    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 34,669 shares
    Change vs previous 13F +66 shares

    <0.01% of the 13F portfolio, value $2,299,942.

    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 34,603 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,959,248.

    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).