Skip to content
Disclosery

BANK OF MONTREAL /CAN/: XLU position timeline

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

BANK OF MONTREAL /CAN/ held 1,740,395 XLU 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 1,740,395 shares
    Change vs previous 13F +146,803 shares

    0.03% of the 13F portfolio, value $78,909,503.

    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 1,593,592 shares
    Change vs previous 13F +31,829 shares

    0.03% of the 13F portfolio, value $73,129,917.

    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 1,561,763 shares
    Change vs previous 13F +857,074 shares

    0.03% of the 13F portfolio, value $66,671,672.

    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 704,689 shares
    Change vs previous 13F +535,670 shares

    0.03% of the 13F portfolio, value $61,455,921.

    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 169,019 shares
    Change vs previous 13F +12,316 shares

    0.01% of the 13F portfolio, value $13,802,070.

    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 156,703 shares
    Change vs previous 13F -56,733 shares

    0.01% of the 13F portfolio, value $12,356,009.

    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 213,436 shares
    Change vs previous 13F -87,066 shares

    0.01% of the 13F portfolio, value $16,154,992.

    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 300,502 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $24,166,384.

    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).