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Disclosery

BANK OF MONTREAL /CAN/: UHAL-B position timeline

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

BANK OF MONTREAL /CAN/ held 6,708 UHAL-B 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 6,708 shares
    Change vs previous 13F -411 shares

    <0.01% of the 13F portfolio, value $387,052.

    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 7,119 shares
    Change vs previous 13F +266 shares

    <0.01% of the 13F portfolio, value $318,006.

    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 6,853 shares
    Change vs previous 13F -874 shares

    <0.01% of the 13F portfolio, value $320,310.

    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 7,727 shares
    Change vs previous 13F +410 shares

    <0.01% of the 13F portfolio, value $393,304.

    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 7,317 shares
    Change vs previous 13F +111 shares

    <0.01% of the 13F portfolio, value $397,826.

    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 7,206 shares
    Change vs previous 13F +15 shares

    <0.01% of the 13F portfolio, value $426,451.

    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 7,191 shares
    Change vs previous 13F -310 shares

    <0.01% of the 13F portfolio, value $460,584.

    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 7,501 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $542,473.

    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).