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Disclosery

BANK OF MONTREAL /CAN/: TU position timeline

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

BANK OF MONTREAL /CAN/ held 60,099,611 TU 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 60,099,611 shares
    Change vs previous 13F +197,987 shares

    0.23% of the 13F portfolio, value $635,001,725.

    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 59,901,624 shares
    Change vs previous 13F -2,027,168 shares

    0.32% of the 13F portfolio, value $770,070,531.

    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 61,928,792 shares
    Change vs previous 13F -19,758,356 shares

    0.32% of the 13F portfolio, value $816,228,706.

    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 81,687,148 shares
    Change vs previous 13F -1,849,427 shares

    0.53% of the 13F portfolio, value $1,286,329,525.

    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 83,536,575 shares
    Change vs previous 13F +95,471 shares

    0.67% of the 13F portfolio, value $1,342,475,141.

    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 83,441,104 shares
    Change vs previous 13F +1,850,368 shares

    0.62% of the 13F portfolio, value $1,196,978,326.

    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 81,590,736 shares
    Change vs previous 13F +3,858,502 shares

    0.55% of the 13F portfolio, value $1,104,843,495.

    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 77,732,234 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $1,302,228,436.

    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).