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Disclosery

BANK OF MONTREAL /CAN/: UNIT position timeline

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

BANK OF MONTREAL /CAN/ held 436,415 UNIT 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 436,415 shares
    Change vs previous 13F +89,057 shares

    <0.01% of the 13F portfolio, value $5,005,680.

    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 347,358 shares
    Change vs previous 13F +73,234 shares

    <0.01% of the 13F portfolio, value $3,258,218.

    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 274,124 shares
    Change vs previous 13F -32,433 shares

    <0.01% of the 13F portfolio, value $1,921,609.

    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 306,557 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,876,129.

    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).