Biltmore Family Office, LLC
Family OfficePosition in BMO — Bank Of Montreal /Can/
CIK 1731123
CHARLOTTE, NC
Position in BMO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$770,412
+$180,330 QoQ
Shares Held
4,360
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#314
of 654 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BMO Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Biltmore Family Office, LLC holds $15,908,389 across 5 Banks - Diversified names. BMO ranks #4 (4.8% of the industry book) .
All Filings in BMO
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $770,412 | 4,360 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $590,082 | 4,360 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $565,884 | 4,360 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $567,890 | 4,360 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $482,346 | 4,360 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $416,423 | 4,360 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $423,138 | 4,360 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $393,272 | 4,360 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $364,495 | 4,347 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $423,345 | 4,334 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $428,805 | 4,334 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $361,103 | 4,280 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $386,526 | 4,280 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $382,014 | 4,287 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $387,768 | 4,280 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||