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Disclosery

BANK OF MONTREAL /CAN/: UL position timeline

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

BANK OF MONTREAL /CAN/ held 490,089 UL 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 490,089 shares
    Change vs previous 13F +47,747 shares

    0.01% of the 13F portfolio, value $29,464,151.

    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 442,342 shares
    Change vs previous 13F +56,325 shares

    0.01% of the 13F portfolio, value $25,200,224.

    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 386,017 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $25,330,435.

    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).