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Disclosery

GUARDIAN CAPITAL LP: BMO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GUARDIAN CAPITAL LP on BMO, newest first. How the timeline and the estimate are built.

GUARDIAN CAPITAL LP held 918,698 BMO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 918,698 shares
    Change vs previous 13F -130,137 shares

    3.11% of the 13F portfolio, value $162,319,157.

    13F-HR 0001062993-26-004401 filed by GUARDIAN CAPITAL LP
    Filed (acceptance time not in the bulk data set), ingested

    • GUARDIAN CAPITAL LP: 614,927 shares
    • Guardian Partners Inc.: 303,771 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,048,835 shares
    Change vs previous 13F -3,822 shares

    2.85% of the 13F portfolio, value $141,755,961.

    13F-HR 0001062993-26-002683 filed by GUARDIAN CAPITAL LP
    Filed (acceptance time not in the bulk data set), ingested

    • GUARDIAN CAPITAL LP: 680,673 shares
    • Guardian Partners Inc.: 368,162 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,052,657 shares
    Share basis changed not comparable

    Membership change: Guardian Partners Inc. joined the group. 3.04% of the 13F portfolio, value $140,606,970.

    13F-HR 0001062993-26-001013 filed by GUARDIAN CAPITAL LP
    Filed (acceptance time not in the bulk data set), ingested

    • GUARDIAN CAPITAL LP: 680,733 shares
    • Guardian Partners Inc.: 371,924 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,717,242 shares
    Change vs previous 13F -365,965 shares

    7.23% of the 13F portfolio, value $223,819,058.

    13F-HR 0001062993-25-016671 filed by GUARDIAN CAPITAL LP
    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 2,083,207 shares
    Change vs previous 13F +19,080 shares

    8.15% of the 13F portfolio, value $230,397,045.

    13F-HR 0001062993-25-013803 filed by GUARDIAN CAPITAL LP
    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 2,064,127 shares
    Change vs previous 13F -87,749 shares

    7.76% of the 13F portfolio, value $197,083,434.

    13F-HR 0001062993-25-009339 filed by GUARDIAN CAPITAL LP
    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 2,151,876 shares
    Change vs previous 13F -6,137 shares

    7.76% of the 13F portfolio, value $208,798,704.

    13F-HR 0001062993-25-002571 filed by GUARDIAN CAPITAL LP
    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 2,158,013 shares
    Change vs previous 13F not available

    7.15% of the 13F portfolio, value $194,947,190.

    13F-HR 0001062993-24-018774 filed by GUARDIAN CAPITAL LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).