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Disclosery

BANK OF MONTREAL /CAN/: SPBO position timeline

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

BANK OF MONTREAL /CAN/ held 6,411 SPBO 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 6,411 shares
    Change vs previous 13F -1,413 shares

    <0.01% of the 13F portfolio, value $186,175.

    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 7,824 shares
    Change vs previous 13F +259 shares

    <0.01% of the 13F portfolio, value $227,131.

    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 7,565 shares
    Change vs previous 13F +163 shares

    <0.01% of the 13F portfolio, value $221,957.

    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 7,402 shares
    Change vs previous 13F +69 shares

    <0.01% of the 13F portfolio, value $219,321.

    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 7,333 shares
    Change vs previous 13F +1,722 shares

    <0.01% of the 13F portfolio, value $214,270.

    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 5,611 shares
    Change vs previous 13F +3,196 shares

    <0.01% of the 13F portfolio, value $162,887.

    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 2,415 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $69,166.

    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).