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Disclosery

BANK OF MONTREAL /CAN/: SPHB position timeline

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

BANK OF MONTREAL /CAN/ held 18,483 SPHB 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 18,483 shares
    Change vs previous 13F -3,955 shares

    <0.01% of the 13F portfolio, value $2,875,770.

    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 22,438 shares
    Change vs previous 13F +1,285 shares

    <0.01% of the 13F portfolio, value $2,601,686.

    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 21,153 shares
    Change vs previous 13F +2,987 shares

    <0.01% of the 13F portfolio, value $2,474,266.

    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 18,166 shares
    Change vs previous 13F -7,240 shares

    <0.01% of the 13F portfolio, value $1,994,627.

    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 25,406 shares
    Change vs previous 13F -8,624 shares

    <0.01% of the 13F portfolio, value $2,477,847.

    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 34,030 shares
    Change vs previous 13F +6,749 shares

    <0.01% of the 13F portfolio, value $2,663,188.

    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 27,281 shares
    Change vs previous 13F -20,622 shares

    <0.01% of the 13F portfolio, value $2,418,461.

    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 47,903 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,290,672.

    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).