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Disclosery

BANK OF MONTREAL /CAN/: SWK position timeline

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

BANK OF MONTREAL /CAN/ held 177,285 SWK 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 177,285 shares
    Change vs previous 13F +47,056 shares

    0.01% of the 13F portfolio, value $16,686,064.

    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 130,229 shares
    Change vs previous 13F -19,864 shares

    <0.01% of the 13F portfolio, value $9,254,072.

    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 150,093 shares
    Change vs previous 13F +8,478 shares

    <0.01% of the 13F portfolio, value $11,148,909.

    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 141,615 shares
    Change vs previous 13F +16,300 shares

    <0.01% of the 13F portfolio, value $10,526,277.

    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 125,315 shares
    Change vs previous 13F -27,610 shares

    <0.01% of the 13F portfolio, value $8,490,092.

    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 152,925 shares
    Change vs previous 13F -33,475 shares

    0.01% of the 13F portfolio, value $11,756,873.

    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 186,400 shares
    Change vs previous 13F -111,866 shares

    0.01% of the 13F portfolio, value $14,966,057.

    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 298,266 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $32,725,745.

    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).