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Disclosery

BANK OF MONTREAL /CAN/: SOXX position timeline

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

BANK OF MONTREAL /CAN/ held 62,090 SOXX 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 62,090 shares
    Change vs previous 13F -183,364 shares

    0.01% of the 13F portfolio, value $39,784,764.

    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 245,454 shares
    Change vs previous 13F +205,323 shares

    0.03% of the 13F portfolio, value $80,670,875.

    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 40,131 shares
    Change vs previous 13F -1,386 shares

    <0.01% of the 13F portfolio, value $12,085,385.

    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 41,517 shares
    Change vs previous 13F -2,124 shares

    <0.01% of the 13F portfolio, value $11,256,236.

    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 43,641 shares
    Change vs previous 13F -10,120 shares

    0.01% of the 13F portfolio, value $10,417,156.

    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 53,761 shares
    Change vs previous 13F +11,075 shares

    0.01% of the 13F portfolio, value $10,116,246.

    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 42,686 shares
    Change vs previous 13F -4,547 shares

    <0.01% of the 13F portfolio, value $9,198,451.

    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 47,233 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $10,990,091.

    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).