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Disclosery

BANK OF MONTREAL /CAN/: URI position timeline

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

BANK OF MONTREAL /CAN/ held 130,830 URI 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 130,830 shares
    Change vs previous 13F +2,884 shares

    0.05% of the 13F portfolio, value $148,216,476.

    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 127,946 shares
    Change vs previous 13F -5,849 shares

    0.04% of the 13F portfolio, value $93,216,332.

    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 133,795 shares
    Change vs previous 13F +19,288 shares

    0.04% of the 13F portfolio, value $108,283,469.

    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 114,507 shares
    Change vs previous 13F +7,278 shares

    0.04% of the 13F portfolio, value $109,315,517.

    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 107,229 shares
    Change vs previous 13F -12,574 shares

    0.04% of the 13F portfolio, value $80,786,315.

    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 119,803 shares
    Change vs previous 13F +891 shares

    0.04% of the 13F portfolio, value $75,080,317.

    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 118,912 shares
    Change vs previous 13F -9,264 shares

    0.04% of the 13F portfolio, value $83,766,010.

    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 128,176 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $104,348,400.

    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).