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Disclosery

BANK OF MONTREAL /CAN/: UBS position timeline

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

BANK OF MONTREAL /CAN/ held 2,044,026 UBS 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 2,044,026 shares
    Change vs previous 13F -417,003 shares

    0.04% of the 13F portfolio, value $101,298,815.

    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 2,461,029 shares
    Change vs previous 13F +267,747 shares

    0.04% of the 13F portfolio, value $94,608,307.

    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 2,193,282 shares
    Change vs previous 13F -7,131,994 shares

    0.04% of the 13F portfolio, value $102,149,506.

    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 9,325,276 shares
    Change vs previous 13F +6,650,862 shares

    0.16% of the 13F portfolio, value $380,782,246.

    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 2,674,414 shares
    Change vs previous 13F +768,473 shares

    0.05% of the 13F portfolio, value $90,539,465.

    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 1,905,941 shares
    Change vs previous 13F -3,390,206 shares

    0.03% of the 13F portfolio, value $57,924,402.

    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 5,296,147 shares
    Change vs previous 13F +3,480,421 shares

    0.08% of the 13F portfolio, value $161,797,695.

    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 1,815,726 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $56,359,794.

    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).