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Savant Capital, LLC: BMO position timeline

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

Savant Capital, LLC held 7,333 BMO shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,333 shares
    Change vs previous 13F +452 shares

    <0.01% of the 13F portfolio, value $1,298,106.

    13F-HR 0001482880-26-000014 filed by Savant Capital, LLC
    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 6,881 shares
    Change vs previous 13F +1,291 shares

    <0.01% of the 13F portfolio, value $931,312.

    13F-HR 0001482880-26-000009 filed by Savant Capital, LLC
    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 5,590 shares
    Change vs previous 13F -88 shares

    <0.01% of the 13F portfolio, value $725,552.

    13F-HR 0001482880-26-000005 filed by Savant Capital, LLC
    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/A 5,678 shares
    Change vs previous 13F -218 shares

    <0.01% of the 13F portfolio, value $739,560.

    13F-HR/A 0001482880-26-000008 filed by Savant Capital, LLC
    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/A 5,896 shares
    Change vs previous 13F +2,462 shares

    <0.01% of the 13F portfolio, value $652,275.

    13F-HR/A 0001482880-26-000007 filed by Savant Capital, LLC
    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/A 3,434 shares
    Change vs previous 13F +397 shares

    <0.01% of the 13F portfolio, value $327,982.

    13F-HR/A 0001482880-26-000006 filed by Savant Capital, LLC
    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 3,037 shares
    Change vs previous 13F -1,702 shares

    <0.01% of the 13F portfolio, value $294,742.

    13F-HR 0001085146-25-000573 filed by Savant Capital, LLC
    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 4,739 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $427,458.

    13F-HR 0001085146-24-005340 filed by Savant Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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