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Disclosery

BANK OF MONTREAL /CAN/: USMV position timeline

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

BANK OF MONTREAL /CAN/ held 69,480 USMV 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 69,480 shares
    Change vs previous 13F +5,464 shares

    <0.01% of the 13F portfolio, value $6,702,076.

    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 64,016 shares
    Change vs previous 13F -7,456 shares

    <0.01% of the 13F portfolio, value $5,936,890.

    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 71,472 shares
    Change vs previous 13F +4,836 shares

    <0.01% of the 13F portfolio, value $6,729,827.

    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 66,636 shares
    Change vs previous 13F +21,817 shares

    <0.01% of the 13F portfolio, value $6,339,739.

    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 44,819 shares
    Change vs previous 13F +4,045 shares

    <0.01% of the 13F portfolio, value $4,207,189.

    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 40,774 shares
    Change vs previous 13F +8,394 shares

    <0.01% of the 13F portfolio, value $3,818,853.

    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 32,380 shares
    Change vs previous 13F +368 shares

    <0.01% of the 13F portfolio, value $2,875,014.

    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 32,012 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,915,362.

    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).