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Disclosery

BANK OF MONTREAL /CAN/: SR position timeline

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

BANK OF MONTREAL /CAN/ held 26,318 SR 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 26,318 shares
    Change vs previous 13F +250 shares

    <0.01% of the 13F portfolio, value $2,055,173.

    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 26,068 shares
    Change vs previous 13F -2,053 shares

    <0.01% of the 13F portfolio, value $2,360,196.

    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 28,121 shares
    Change vs previous 13F -303 shares

    <0.01% of the 13F portfolio, value $2,325,608.

    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 28,424 shares
    Change vs previous 13F -2,451 shares

    <0.01% of the 13F portfolio, value $2,317,125.

    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 30,875 shares
    Change vs previous 13F -440 shares

    <0.01% of the 13F portfolio, value $2,253,566.

    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 31,315 shares
    Change vs previous 13F +1,694 shares

    <0.01% of the 13F portfolio, value $2,450,399.

    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 29,621 shares
    Change vs previous 13F -3,745 shares

    <0.01% of the 13F portfolio, value $2,009,192.

    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 33,366 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,240,193.

    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).