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Disclosery

BANK OF MONTREAL /CAN/: TER position timeline

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

BANK OF MONTREAL /CAN/ held 193,191 TER 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 193,191 shares
    Change vs previous 13F +65,730 shares

    0.03% of the 13F portfolio, value $93,473,540.

    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 127,461 shares
    Change vs previous 13F -3,073 shares

    0.02% of the 13F portfolio, value $37,787,091.

    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 130,534 shares
    Change vs previous 13F -918,063 shares

    0.01% of the 13F portfolio, value $25,266,161.

    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 1,048,597 shares
    Change vs previous 13F +767,392 shares

    0.06% of the 13F portfolio, value $144,328,891.

    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 281,205 shares
    Change vs previous 13F +156,754 shares

    0.01% of the 13F portfolio, value $25,285,953.

    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 124,451 shares
    Change vs previous 13F -50,068 shares

    0.01% of the 13F portfolio, value $10,279,653.

    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 174,519 shares
    Change vs previous 13F -4,369 shares

    0.01% of the 13F portfolio, value $21,975,432.

    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 178,888 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $24,085,480.

    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).