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BANK OF MONTREAL /CAN/: TAN position timeline

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

BANK OF MONTREAL /CAN/ held 6,897 TAN 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 6,897 shares
    Change vs previous 13F -157,338 shares

    <0.01% of the 13F portfolio, value $407,957.

    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 164,235 shares
    Change vs previous 13F +159,830 shares

    <0.01% of the 13F portfolio, value $9,149,531.

    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 4,405 shares
    Change vs previous 13F -1,304 shares

    <0.01% of the 13F portfolio, value $216,374.

    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 5,709 shares
    Change vs previous 13F +2,304 shares

    <0.01% of the 13F portfolio, value $249,084.

    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 3,405 shares
    Change vs previous 13F -294 shares

    <0.01% of the 13F portfolio, value $116,655.

    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 3,699 shares
    Change vs previous 13F -706 shares

    <0.01% of the 13F portfolio, value $112,671.

    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 4,405 shares
    Change vs previous 13F +87 shares

    <0.01% of the 13F portfolio, value $145,893.

    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 4,318 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $185,674.

    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).