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Disclosery

BANK OF MONTREAL /CAN/: USB position timeline

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

BANK OF MONTREAL /CAN/ held 4,513,535 USB 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 4,513,535 shares
    Change vs previous 13F +556,717 shares

    0.1% of the 13F portfolio, value $272,617,494.

    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 3,956,818 shares
    Change vs previous 13F +71,657 shares

    0.09% of the 13F portfolio, value $205,794,094.

    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 3,885,161 shares
    Change vs previous 13F +130,672 shares

    0.08% of the 13F portfolio, value $207,312,197.

    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 3,754,489 shares
    Change vs previous 13F +806,702 shares

    0.07% of the 13F portfolio, value $181,454,484.

    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 2,947,787 shares
    Change vs previous 13F -279,558 shares

    0.07% of the 13F portfolio, value $133,387,378.

    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 3,227,345 shares
    Change vs previous 13F -1,098,909 shares

    0.07% of the 13F portfolio, value $136,258,495.

    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 4,326,254 shares
    Change vs previous 13F +983,795 shares

    0.1% of the 13F portfolio, value $206,924,713.

    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 3,342,459 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $152,015,021.

    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).