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BANK OF MONTREAL /CAN/: ULTA position timeline

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

BANK OF MONTREAL /CAN/ held 119,788 ULTA 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 119,788 shares
    Change vs previous 13F +12,865 shares

    0.02% of the 13F portfolio, value $54,021,992.

    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 106,923 shares
    Change vs previous 13F -11,602 shares

    0.02% of the 13F portfolio, value $55,889,722.

    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 118,525 shares
    Change vs previous 13F -10,052 shares

    0.03% of the 13F portfolio, value $71,708,810.

    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 128,577 shares
    Change vs previous 13F +58,889 shares

    0.03% of the 13F portfolio, value $70,299,477.

    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 69,688 shares
    Change vs previous 13F +17,216 shares

    0.02% of the 13F portfolio, value $32,601,441.

    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 52,472 shares
    Change vs previous 13F -17,384 shares

    0.01% of the 13F portfolio, value $19,233,088.

    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 69,856 shares
    Change vs previous 13F -18,918 shares

    0.02% of the 13F portfolio, value $30,382,470.

    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 88,774 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $35,865,584.

    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).