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Disclosery

BANK OF MONTREAL /CAN/: SPHD position timeline

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

BANK OF MONTREAL /CAN/ held 305,487 SPHD 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 305,487 shares
    Change vs previous 13F +23,866 shares

    0.01% of the 13F portfolio, value $15,530,959.

    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 281,621 shares
    Change vs previous 13F +14,700 shares

    0.01% of the 13F portfolio, value $13,971,217.

    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 266,921 shares
    Change vs previous 13F -15,728 shares

    0.01% of the 13F portfolio, value $12,812,208.

    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 282,649 shares
    Change vs previous 13F +18,765 shares

    0.01% of the 13F portfolio, value $13,985,472.

    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 263,884 shares
    Change vs previous 13F -43,561 shares

    0.01% of the 13F portfolio, value $12,550,323.

    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 307,445 shares
    Change vs previous 13F -8,225 shares

    0.01% of the 13F portfolio, value $15,442,962.

    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 315,670 shares
    Change vs previous 13F -12,541 shares

    0.01% of the 13F portfolio, value $15,250,018.

    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 328,211 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $16,538,552.

    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).