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Disclosery

BANK OF MONTREAL /CAN/: SUB position timeline

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

BANK OF MONTREAL /CAN/ held 624,527 SUB 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 624,527 shares
    Change vs previous 13F -8,257 shares

    0.02% of the 13F portfolio, value $66,493,390.

    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 632,784 shares
    Change vs previous 13F -29,843 shares

    0.03% of the 13F portfolio, value $67,391,497.

    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 662,627 shares
    Change vs previous 13F +52,821 shares

    0.03% of the 13F portfolio, value $70,702,301.

    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 609,806 shares
    Change vs previous 13F -3,602 shares

    0.03% of the 13F portfolio, value $65,115,085.

    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 613,408 shares
    Change vs previous 13F -51,275 shares

    0.03% of the 13F portfolio, value $65,229,807.

    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 664,683 shares
    Change vs previous 13F -44,555 shares

    0.04% of the 13F portfolio, value $70,190,525.

    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 709,238 shares
    Change vs previous 13F +61,815 shares

    0.04% of the 13F portfolio, value $74,810,424.

    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 647,423 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $68,821,065.

    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).