Position in BMO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$219,108
+$100,676 QoQ
Shares Held
1,240
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#509
of 654 holders
Holding Since
Dec 2022
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BMO Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Compass Wealth Management LLC holds $13,452,859 across 4 Banks - Diversified names. BMO ranks #4 (1.6% of the industry book) .
All Filings in BMO
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $219,108 | 1,240 | Shares | Sole | 2026-08-10 | |
| 2025-03-31 | $118,432 | 1,240 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $120,342 | 1,240 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $111,848 | 1,240 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $103,974 | 1,240 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $121,123 | 1,240 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $59,364 | 600 | Shares | Sole | 2024-01-04 | |
| 2023-09-30 | $50,622 | 600 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $54,186 | 600 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $53,466 | 600 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $54,360 | 600 | Shares | Sole | 2023-02-17 | |
| No filing history on record for this holder in this stock. | ||||||