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Disclosery

BANK OF MONTREAL /CAN/: VO position timeline

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

BANK OF MONTREAL /CAN/ held 3,516,510 VO 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 3,516,510 shares
    Change vs previous 13F +2,636,620 shares

    0.1% of the 13F portfolio, value $283,325,194.

    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 879,890 shares
    Change vs previous 13F -61,924 shares

    0.11% of the 13F portfolio, value $252,686,522.

    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 941,814 shares
    Change vs previous 13F +179,952 shares

    0.11% of the 13F portfolio, value $273,332,936.

    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 761,862 shares
    Change vs previous 13F +82,539 shares

    0.09% of the 13F portfolio, value $223,789,211.

    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 679,323 shares
    Change vs previous 13F +24,870 shares

    0.1% of the 13F portfolio, value $190,094,966.

    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 654,453 shares
    Change vs previous 13F +53,330 shares

    0.09% of the 13F portfolio, value $169,254,920.

    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 601,123 shares
    Change vs previous 13F +110,107 shares

    0.08% of the 13F portfolio, value $158,774,915.

    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 491,016 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $129,205,877.

    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).