BANK OF MONTREAL /CAN/
Holdings in RILY
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $156,454 | 33,502 | Shares | Defined | 2026-02-12 |
| 2025-09-30 | $113,631 | 19,002 | Shares | Defined | 2025-11-13 |
| 2025-06-30 | $35,645 | 12,002 | Shares | Defined | 2025-08-05 |
| 2025-03-31 | $57,356 | 14,821 | Shares | Defined | 2025-05-13 |
| 2024-12-31 | $55,089 | 12,002 | Shares | Defined | 2025-02-13 |
| 2024-09-30 | $63,010 | 12,002 | Shares | Defined | 2024-11-13 |
| 2022-03-31 | $293,971 | 4,202 | Shares | Defined | 2022-05-12 |
| 2021-12-31 | $366,547 | 4,125 | Shares | Defined | 2022-02-11 |
| 2021-09-30 | $286,344 | 4,850 | Shares | Defined | 2021-11-12 |
| 2021-06-30 | $6,392,509 | 84,669 | Shares | Defined | 2021-08-12 |
| 2021-03-31 | $32,474 | 576 | Shares | Defined | 2021-05-13 |
| 2020-12-31 | $128,857 | 2,914 | Shares | Defined | 2021-02-12 |
| 2020-09-30 | $22,002 | 878 | Shares | Defined | 2020-11-12 |
| 2020-06-30 | $35,708 | 1,641 | Shares | Defined | 2020-08-12 |
| 2020-03-31 | $4,273 | 232 | Shares | Defined | 2020-05-13 |