Position in BMO
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$62,198
+$14,560 QoQ
Shares Held
352
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#567
of 654 holders
Holding Since
Jun 2025
5 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, 2026Harbor Asset Planning, Inc. holds $104,405 across 3 Banks - Diversified names. BMO ranks #1 (59.6% of the industry book) .
All Filings in BMO
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $62,198 | 352 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $47,638 | 352 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $45,684 | 352 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $45,846 | 352 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $38,940 | 352 | Shares | Sole | 2025-07-29 | |
| No filing history on record for this holder in this stock. | ||||||