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Disclosery

BANK OF MONTREAL /CAN/: U position timeline

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

BANK OF MONTREAL /CAN/ held 21,234 U 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 21,234 shares
    Change vs previous 13F +111 shares

    <0.01% of the 13F portfolio, value $606,868.

    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 21,123 shares
    Change vs previous 13F -462 shares

    <0.01% of the 13F portfolio, value $463,438.

    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 21,585 shares
    Change vs previous 13F -51 shares

    <0.01% of the 13F portfolio, value $953,410.

    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 21,636 shares
    Change vs previous 13F -11,432 shares

    <0.01% of the 13F portfolio, value $866,305.

    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 33,068 shares
    Change vs previous 13F -250,786 shares

    <0.01% of the 13F portfolio, value $800,245.

    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 283,854 shares
    Change vs previous 13F +178,296 shares

    <0.01% of the 13F portfolio, value $5,560,700.

    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 105,558 shares
    Change vs previous 13F +76,937 shares

    <0.01% of the 13F portfolio, value $2,371,888.

    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 28,621 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $646,548.

    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).