Position in BMO
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$240,665
+$34,001 QoQ
Shares Held
1,362
-10.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#491
of 654 holders
Holding Since
Jun 2025
4 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, 2026FORM Wealth Advisors, LLC holds $1,658,043 across 3 Banks - Diversified names. BMO ranks #2 (14.5% of the industry book) .
All Filings in BMO
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $240,665 | 1,362 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $206,664 | 1,527 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $201,304 | 1,551 | Shares | Sole | 2026-01-28 | |
| 2025-06-30 | $213,737 | 1,932 | Shares | Sole | 2025-07-16 | |
| No filing history on record for this holder in this stock. | ||||||