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Disclosery

BANK OF MONTREAL /CAN/: STZ position timeline

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

BANK OF MONTREAL /CAN/ held 133,147 STZ 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 133,147 shares
    Change vs previous 13F +30,938 shares

    0.01% of the 13F portfolio, value $18,519,336.

    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 102,209 shares
    Change vs previous 13F -14,134 shares

    0.01% of the 13F portfolio, value $15,331,417.

    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 116,343 shares
    Change vs previous 13F -18,617 shares

    0.01% of the 13F portfolio, value $16,050,671.

    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 134,960 shares
    Change vs previous 13F -6,634 shares

    0.01% of the 13F portfolio, value $18,175,069.

    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 141,594 shares
    Change vs previous 13F -84,523 shares

    0.01% of the 13F portfolio, value $23,034,555.

    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 226,117 shares
    Change vs previous 13F -82,839 shares

    0.02% of the 13F portfolio, value $41,496,985.

    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 308,956 shares
    Change vs previous 13F +1,797 shares

    0.03% of the 13F portfolio, value $68,279,256.

    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 307,159 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $79,369,980.

    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).