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BANK OF MONTREAL /CAN/: SVM position timeline

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

BANK OF MONTREAL /CAN/ held 1,071,969 SVM 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 1,071,969 shares
    Change vs previous 13F +290,503 shares

    <0.01% of the 13F portfolio, value $10,842,980.

    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 781,466 shares
    Change vs previous 13F +124,358 shares

    <0.01% of the 13F portfolio, value $8,405,549.

    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 657,108 shares
    Change vs previous 13F +646,821 shares

    <0.01% of the 13F portfolio, value $5,496,160.

    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 10,287 shares
    Change vs previous 13F -7,641 shares

    <0.01% of the 13F portfolio, value $64,885.

    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 17,928 shares
    Change vs previous 13F -2,700 shares

    <0.01% of the 13F portfolio, value $76,013.

    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 20,628 shares
    Change vs previous 13F -500 shares

    <0.01% of the 13F portfolio, value $79,570.

    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 21,128 shares
    Change vs previous 13F +3,568 shares

    <0.01% of the 13F portfolio, value $63,415.

    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 17,560 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $81,269.

    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).