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Disclosery

BANK OF MONTREAL /CAN/: VCTR position timeline

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

BANK OF MONTREAL /CAN/ held 25,146 VCTR 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 25,146 shares
    Change vs previous 13F -10,764 shares

    <0.01% of the 13F portfolio, value $2,113,773.

    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 35,910 shares
    Change vs previous 13F -1,809 shares

    <0.01% of the 13F portfolio, value $2,351,387.

    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 37,719 shares
    Change vs previous 13F -33,020 shares

    <0.01% of the 13F portfolio, value $2,379,691.

    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 70,739 shares
    Change vs previous 13F +583 shares

    <0.01% of the 13F portfolio, value $4,581,035.

    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 70,156 shares
    Change vs previous 13F -54,812 shares

    <0.01% of the 13F portfolio, value $4,466,846.

    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 124,968 shares
    Change vs previous 13F -3,882 shares

    <0.01% of the 13F portfolio, value $7,231,913.

    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 128,850 shares
    Change vs previous 13F +85,397 shares

    <0.01% of the 13F portfolio, value $8,434,534.

    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 43,453 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,411,642.

    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).