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Disclosery

BANK OF MONTREAL /CAN/: URTH position timeline

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

BANK OF MONTREAL /CAN/ held 329,307 URTH 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 329,307 shares
    Change vs previous 13F +5,598 shares

    0.02% of the 13F portfolio, value $66,730,774.

    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 323,709 shares
    Change vs previous 13F +47,478 shares

    0.02% of the 13F portfolio, value $58,274,050.

    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 276,231 shares
    Change vs previous 13F +13,195 shares

    0.02% of the 13F portfolio, value $51,315,387.

    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 263,036 shares
    Change vs previous 13F +112,004 shares

    0.02% of the 13F portfolio, value $47,756,895.

    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 151,032 shares
    Change vs previous 13F -18,041 shares

    0.01% of the 13F portfolio, value $25,581,874.

    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 169,073 shares
    Change vs previous 13F +33,495 shares

    0.01% of the 13F portfolio, value $25,898,623.

    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 135,578 shares
    Change vs previous 13F -4,232 shares

    0.01% of the 13F portfolio, value $21,082,401.

    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 139,810 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $21,897,042.

    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).