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Disclosery

BANK OF MONTREAL /CAN/: SMH position timeline

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

BANK OF MONTREAL /CAN/ held 105,839 SMH 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 105,839 shares
    Change vs previous 13F +3,140 shares

    0.03% of the 13F portfolio, value $69,418,743.

    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 102,699 shares
    Change vs previous 13F +33,604 shares

    0.02% of the 13F portfolio, value $39,374,797.

    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 69,095 shares
    Change vs previous 13F -18,578 shares

    0.01% of the 13F portfolio, value $24,883,182.

    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 87,673 shares
    Change vs previous 13F -568,554 shares

    0.01% of the 13F portfolio, value $28,612,961.

    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 656,227 shares
    Change vs previous 13F +569,611 shares

    0.09% of the 13F portfolio, value $183,008,585.

    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 86,616 shares
    Change vs previous 13F -446,982 shares

    0.01% of the 13F portfolio, value $18,316,686.

    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 533,598 shares
    Change vs previous 13F +204,778 shares

    0.06% of the 13F portfolio, value $129,221,428.

    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 328,820 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $81,461,866.

    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).