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Disclosery

BANK OF MONTREAL /CAN/: SPLV position timeline

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

BANK OF MONTREAL /CAN/ held 49,043 SPLV 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 49,043 shares
    Change vs previous 13F +421 shares

    <0.01% of the 13F portfolio, value $3,673,308.

    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 48,622 shares
    Change vs previous 13F -2,591,578 shares

    <0.01% of the 13F portfolio, value $3,556,190.

    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 2,640,200 shares
    Change vs previous 13F -286,799 shares

    0.07% of the 13F portfolio, value $188,563,052.

    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 2,926,999 shares
    Change vs previous 13F +2,784,291 shares

    0.09% of the 13F portfolio, value $215,075,918.

    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 142,708 shares
    Change vs previous 13F +112,440 shares

    0.01% of the 13F portfolio, value $10,392,022.

    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 30,268 shares
    Change vs previous 13F -105,877 shares

    <0.01% of the 13F portfolio, value $2,261,650.

    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 136,145 shares
    Change vs previous 13F +104,878 shares

    <0.01% of the 13F portfolio, value $9,530,184.

    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 31,267 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,236,502.

    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).