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Disclosery

BANK OF MONTREAL /CAN/: DFUV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BANK OF MONTREAL /CAN/ on DFUV, newest first. How the timeline and the estimate are built.

BANK OF MONTREAL /CAN/ held 262,444 DFUV shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 262,444 shares
    Change vs previous 13F +18,951 shares

    0.01% of the 13F portfolio, value $14,437,052.

    13F-HR 0000927971-26-000090 filed by BANK OF MONTREAL /CAN/
    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 243,493 shares
    Change vs previous 13F +215,925 shares

    <0.01% of the 13F portfolio, value $11,799,655.

    13F-HR 0000927971-26-000078 filed by BANK OF MONTREAL /CAN/
    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 27,568 shares
    Change vs previous 13F -1,537 shares

    <0.01% of the 13F portfolio, value $1,284,389.

    13F-HR 0000927971-26-000035 filed by BANK OF MONTREAL /CAN/
    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 29,105 shares
    Change vs previous 13F +1,113 shares

    <0.01% of the 13F portfolio, value $1,300,743.

    13F-HR 0000927971-25-000027 filed by BANK OF MONTREAL /CAN/
    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 27,992 shares
    Change vs previous 13F -554 shares

    <0.01% of the 13F portfolio, value $1,183,507.

    13F-HR 0000927971-25-000018 filed by BANK OF MONTREAL /CAN/
    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 28,546 shares
    Change vs previous 13F -2,651 shares

    <0.01% of the 13F portfolio, value $1,176,383.

    13F-HR 0000927971-25-000015 filed by BANK OF MONTREAL /CAN/
    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 31,197 shares
    Change vs previous 13F -2,311 shares

    <0.01% of the 13F portfolio, value $1,276,592.

    13F-HR 0000927971-25-000008 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 33,508 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,393,602.

    13F-HR 0000927971-24-000013 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

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