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Disclosery

BANK OF MONTREAL /CAN/: UPST position timeline

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

BANK OF MONTREAL /CAN/ held 88,698 UPST 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 88,698 shares
    Change vs previous 13F +7,210 shares

    <0.01% of the 13F portfolio, value $3,142,570.

    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 81,488 shares
    Change vs previous 13F -9,164 shares

    <0.01% of the 13F portfolio, value $2,090,167.

    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 90,652 shares
    Change vs previous 13F +2,651 shares

    <0.01% of the 13F portfolio, value $3,964,212.

    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 88,001 shares
    Change vs previous 13F +72,070 shares

    <0.01% of the 13F portfolio, value $4,470,450.

    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 15,931 shares
    Change vs previous 13F +3,697 shares

    <0.01% of the 13F portfolio, value $1,030,417.

    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 12,234 shares
    Change vs previous 13F -5,838 shares

    <0.01% of the 13F portfolio, value $563,131.

    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 18,072 shares
    Change vs previous 13F -355,651 shares

    <0.01% of the 13F portfolio, value $1,112,693.

    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 373,723 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $15,266,585.

    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).