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Disclosery

BANK OF MONTREAL /CAN/: UGI position timeline

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

BANK OF MONTREAL /CAN/ held 288,573 UGI 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 288,573 shares
    Change vs previous 13F +136,152 shares

    <0.01% of the 13F portfolio, value $9,967,311.

    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 152,421 shares
    Change vs previous 13F +124,542 shares

    <0.01% of the 13F portfolio, value $5,551,173.

    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 27,879 shares
    Change vs previous 13F -480 shares

    <0.01% of the 13F portfolio, value $1,043,511.

    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 28,359 shares
    Change vs previous 13F -2,762 shares

    <0.01% of the 13F portfolio, value $943,220.

    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 31,121 shares
    Change vs previous 13F -24,648 shares

    <0.01% of the 13F portfolio, value $1,133,426.

    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 55,769 shares
    Change vs previous 13F -38,079 shares

    <0.01% of the 13F portfolio, value $1,844,281.

    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 93,848 shares
    Change vs previous 13F -16,427 shares

    <0.01% of the 13F portfolio, value $2,649,329.

    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 110,275 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,749,156.

    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).