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Disclosery

BANK OF MONTREAL /CAN/: XYZ position timeline

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

BANK OF MONTREAL /CAN/ held 409,645 XYZ 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 409,645 shares
    Change vs previous 13F +46,489 shares

    0.01% of the 13F portfolio, value $31,133,020.

    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 363,156 shares
    Change vs previous 13F -216,408 shares

    0.01% of the 13F portfolio, value $21,854,729.

    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 579,564 shares
    Change vs previous 13F +13,455 shares

    0.01% of the 13F portfolio, value $37,723,821.

    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 566,109 shares
    Change vs previous 13F -253,091 shares

    0.02% of the 13F portfolio, value $40,912,699.

    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 819,200 shares
    Change vs previous 13F +373,462 shares

    0.03% of the 13F portfolio, value $55,648,255.

    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 445,738 shares
    Change vs previous 13F +24,966 shares

    0.01% of the 13F portfolio, value $24,216,945.

    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 420,772 shares
    Change vs previous 13F -136,433 shares

    0.02% of the 13F portfolio, value $35,761,412.

    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 557,205 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $37,316,020.

    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).