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Disclosery

BANK OF MONTREAL /CAN/: XHLF position timeline

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

BANK OF MONTREAL /CAN/ held 1,252,452 XHLF 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 1,252,452 shares
    Change vs previous 13F +284,400 shares

    0.02% of the 13F portfolio, value $62,998,336.

    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 968,052 shares
    Change vs previous 13F +481,496 shares

    0.02% of the 13F portfolio, value $48,722,057.

    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 486,556 shares
    Change vs previous 13F +8,712 shares

    0.01% of the 13F portfolio, value $24,449,439.

    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 477,844 shares
    Change vs previous 13F -28,547 shares

    0.01% of the 13F portfolio, value $24,092,895.

    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 506,391 shares
    Change vs previous 13F +39,930 shares

    0.01% of the 13F portfolio, value $25,491,723.

    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 466,461 shares
    Change vs previous 13F +183,341 shares

    0.01% of the 13F portfolio, value $23,488,643.

    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 283,120 shares
    Change vs previous 13F +32,344 shares

    0.01% of the 13F portfolio, value $14,206,962.

    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 250,776 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $12,651,649.

    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).