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Disclosery

BANK OF MONTREAL /CAN/: ST position timeline

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

BANK OF MONTREAL /CAN/ held 85,266 ST 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 85,266 shares
    Change vs previous 13F -1,605 shares

    <0.01% of the 13F portfolio, value $4,070,600.

    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 86,871 shares
    Change vs previous 13F +176 shares

    <0.01% of the 13F portfolio, value $3,059,597.

    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 86,695 shares
    Change vs previous 13F -8,028 shares

    <0.01% of the 13F portfolio, value $2,886,077.

    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 94,723 shares
    Change vs previous 13F -10,479 shares

    <0.01% of the 13F portfolio, value $2,893,788.

    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 105,202 shares
    Change vs previous 13F -3,273 shares

    <0.01% of the 13F portfolio, value $3,167,631.

    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 108,475 shares
    Change vs previous 13F -49,059 shares

    <0.01% of the 13F portfolio, value $2,632,689.

    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 157,534 shares
    Change vs previous 13F +21,842 shares

    <0.01% of the 13F portfolio, value $4,316,432.

    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 135,692 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,017,890.

    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).