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Disclosery

BANK OF MONTREAL /CAN/: SMR position timeline

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

BANK OF MONTREAL /CAN/ held 26,749 SMR 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 26,749 shares
    Change vs previous 13F +1,571 shares

    <0.01% of the 13F portfolio, value $268,293.

    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 25,178 shares
    Change vs previous 13F +12,112 shares

    <0.01% of the 13F portfolio, value $272,930.

    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 13,066 shares
    Change vs previous 13F -155,079 shares

    <0.01% of the 13F portfolio, value $185,145.

    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 168,145 shares
    Change vs previous 13F +53,316 shares

    <0.01% of the 13F portfolio, value $6,053,220.

    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 114,829 shares
    Change vs previous 13F +108,103 shares

    <0.01% of the 13F portfolio, value $4,542,635.

    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 6,726 shares
    Change vs previous 13F +3,125 shares

    <0.01% of the 13F portfolio, value $95,240.

    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 3,601 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $64,566.

    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).