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Disclosery

BANK OF MONTREAL /CAN/: SOBO position timeline

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

BANK OF MONTREAL /CAN/ held 5,554,724 SOBO 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 5,554,724 shares
    Change vs previous 13F -1,038,025 shares

    0.07% of the 13F portfolio, value $195,477,565.

    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 6,592,749 shares
    Change vs previous 13F +447,424 shares

    0.09% of the 13F portfolio, value $219,373,573.

    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 6,145,325 shares
    Change vs previous 13F -13,055 shares

    0.07% of the 13F portfolio, value $169,021,714.

    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 6,158,380 shares
    Change vs previous 13F +21,722 shares

    0.05% of the 13F portfolio, value $125,157,653.

    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 6,136,658 shares
    Change vs previous 13F +427,712 shares

    0.08% of the 13F portfolio, value $159,405,078.

    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 5,708,946 shares
    Change vs previous 13F +359,578 shares

    0.08% of the 13F portfolio, value $145,857,244.

    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 5,349,368 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $126,068,444.

    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).