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Disclosery

BANK OF MONTREAL /CAN/: USIG position timeline

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

BANK OF MONTREAL /CAN/ held 73,693 USIG 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 73,693 shares
    Change vs previous 13F +8,214 shares

    <0.01% of the 13F portfolio, value $3,779,709.

    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 65,479 shares
    Change vs previous 13F -1,264 shares

    <0.01% of the 13F portfolio, value $3,354,469.

    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 66,743 shares
    Change vs previous 13F -9,348 shares

    <0.01% of the 13F portfolio, value $3,455,265.

    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 76,091 shares
    Change vs previous 13F -6,227 shares

    <0.01% of the 13F portfolio, value $3,973,487.

    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 82,318 shares
    Change vs previous 13F +10,342 shares

    <0.01% of the 13F portfolio, value $4,234,438.

    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 71,976 shares
    Change vs previous 13F +6,657 shares

    <0.01% of the 13F portfolio, value $3,676,536.

    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 65,319 shares
    Change vs previous 13F -2,168 shares

    <0.01% of the 13F portfolio, value $3,284,249.

    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 67,487 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,554,537.

    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).