Skip to content
Disclosery

BANK OF MONTREAL /CAN/: USFD position timeline

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

BANK OF MONTREAL /CAN/ held 2,709,712 USFD 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 2,709,712 shares
    Change vs previous 13F -1,964 shares

    0.1% of the 13F portfolio, value $277,068,053.

    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 2,711,676 shares
    Change vs previous 13F -155,045 shares

    0.1% of the 13F portfolio, value $250,043,644.

    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 2,866,721 shares
    Change vs previous 13F +2,831,573 shares

    0.09% of the 13F portfolio, value $215,921,425.

    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 35,148 shares
    Change vs previous 13F -2,049 shares

    <0.01% of the 13F portfolio, value $2,693,040.

    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 37,197 shares
    Change vs previous 13F -1,496 shares

    <0.01% of the 13F portfolio, value $2,864,542.

    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 38,693 shares
    Change vs previous 13F -137,902 shares

    <0.01% of the 13F portfolio, value $2,532,844.

    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 176,595 shares
    Change vs previous 13F +109,747 shares

    0.01% of the 13F portfolio, value $11,913,098.

    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 66,848 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,021,576.

    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).