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Disclosery

BANK OF MONTREAL /CAN/: USHY position timeline

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

BANK OF MONTREAL /CAN/ held 39,384 USHY 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 39,384 shares
    Change vs previous 13F +4,903 shares

    <0.01% of the 13F portfolio, value $1,457,996.

    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 34,481 shares
    Change vs previous 13F +16,988 shares

    <0.01% of the 13F portfolio, value $1,270,279.

    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 17,493 shares
    Change vs previous 13F -213 shares

    <0.01% of the 13F portfolio, value $654,151.

    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 17,706 shares
    Change vs previous 13F -2,420 shares

    <0.01% of the 13F portfolio, value $668,920.

    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 20,126 shares
    Change vs previous 13F +4,384 shares

    <0.01% of the 13F portfolio, value $754,941.

    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 15,742 shares
    Change vs previous 13F +713 shares

    <0.01% of the 13F portfolio, value $579,468.

    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 15,029 shares
    Change vs previous 13F +532 shares

    <0.01% of the 13F portfolio, value $552,905.

    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 14,497 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $546,247.

    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).