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Disclosery

BANK OF MONTREAL /CAN/: TAK position timeline

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

BANK OF MONTREAL /CAN/ held 204,241 TAK 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 204,241 shares
    Change vs previous 13F +33,884 shares

    <0.01% of the 13F portfolio, value $3,273,984.

    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 170,357 shares
    Change vs previous 13F +44,715 shares

    <0.01% of the 13F portfolio, value $3,155,011.

    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 125,642 shares
    Change vs previous 13F +15,962 shares

    <0.01% of the 13F portfolio, value $1,958,760.

    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 109,680 shares
    Change vs previous 13F +14,573 shares

    <0.01% of the 13F portfolio, value $1,605,715.

    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 95,107 shares
    Change vs previous 13F +6,215 shares

    <0.01% of the 13F portfolio, value $1,470,354.

    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 88,892 shares
    Change vs previous 13F +2,116 shares

    <0.01% of the 13F portfolio, value $1,321,825.

    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 86,776 shares
    Change vs previous 13F +7,124 shares

    <0.01% of the 13F portfolio, value $1,148,914.

    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 79,652 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,158,140.

    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).