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Disclosery

BANK OF MONTREAL /CAN/: ZION position timeline

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

BANK OF MONTREAL /CAN/ held 35,400 ZION 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 35,400 shares
    Change vs previous 13F -8,235 shares

    <0.01% of the 13F portfolio, value $2,449,337.

    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 43,635 shares
    Change vs previous 13F -10,626 shares

    <0.01% of the 13F portfolio, value $2,514,257.

    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 54,261 shares
    Change vs previous 13F +9,699 shares

    <0.01% of the 13F portfolio, value $3,176,416.

    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 44,562 shares
    Change vs previous 13F -14,991 shares

    <0.01% of the 13F portfolio, value $2,521,304.

    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 59,553 shares
    Change vs previous 13F -2,707 shares

    <0.01% of the 13F portfolio, value $3,093,182.

    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 62,260 shares
    Change vs previous 13F +17,037 shares

    <0.01% of the 13F portfolio, value $3,104,285.

    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 45,223 shares
    Change vs previous 13F -13,204 shares

    <0.01% of the 13F portfolio, value $2,453,329.

    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 58,427 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,714,518.

    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).