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Union Bancaire Privee, UBP SA: BMO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Union Bancaire Privee, UBP SA on BMO, newest first. How the timeline and the estimate are built.

Union Bancaire Privee, UBP SA held 15,101 BMO shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,101 shares
    Change vs previous 13F +114 shares

    0.03% of the 13F portfolio, value $2,644,470.

    13F-HR 0001716607-26-000007 filed by Union Bancaire Privee, UBP SA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 14,987 shares
    Change vs previous 13F +125 shares

    0.03% of the 13F portfolio, value $1,975,991.

    13F-HR 0001716607-26-000004 filed by Union Bancaire Privee, UBP SA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 14,862 shares
    Change vs previous 13F -7,518 shares

    0.02% of the 13F portfolio, value $1,954,820.

    13F-HR 0001716607-26-000002 filed by Union Bancaire Privee, UBP SA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 22,380 shares
    Change vs previous 13F -3,562 shares

    0.04% of the 13F portfolio, value $2,921,189.

    13F-HR 0001716607-25-000016 filed by Union Bancaire Privee, UBP SA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 25,942 shares
    Change vs previous 13F -2,002 shares

    0.04% of the 13F portfolio, value $2,831,887.

    13F-HR 0001716607-25-000011 filed by Union Bancaire Privee, UBP SA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 27,944 shares
    Change vs previous 13F -5,214 shares

    0.05% of the 13F portfolio, value $2,710,590.

    13F-HR 0001716607-25-000009 filed by Union Bancaire Privee, UBP SA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 33,158 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $3,219,965.

    13F-HR/A 0001716607-25-000004 filed by Union Bancaire Privee, UBP SA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).