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Disclosery

BANK OF MONTREAL /CAN/: SPYM position timeline

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

BANK OF MONTREAL /CAN/ held 5,606,004 SPYM 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 5,606,004 shares
    Change vs previous 13F +5,315,522 shares

    0.18% of the 13F portfolio, value $492,655,631.

    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 290,482 shares
    Change vs previous 13F -70,119 shares

    0.01% of the 13F portfolio, value $22,233,492.

    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 360,601 shares
    Change vs previous 13F +88,570 shares

    0.01% of the 13F portfolio, value $28,927,404.

    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 272,031 shares
    Change vs previous 13F +157,108 shares

    0.01% of the 13F portfolio, value $21,310,928.

    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 114,923 shares
    Change vs previous 13F +42,296 shares

    <0.01% of the 13F portfolio, value $8,353,750.

    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 72,627 shares
    Change vs previous 13F +4,022 shares

    <0.01% of the 13F portfolio, value $4,775,918.

    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 68,605 shares
    Change vs previous 13F +28,134 shares

    <0.01% of the 13F portfolio, value $4,729,594.

    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 40,471 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,720,461.

    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).