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Disclosery

BANK OF MONTREAL /CAN/: YOU position timeline

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

BANK OF MONTREAL /CAN/ held 185,643 YOU 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 185,643 shares
    Change vs previous 13F +179,167 shares

    <0.01% of the 13F portfolio, value $10,345,884.

    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 6,476 shares
    Change vs previous 13F +6,476 shares

    <0.01% of the 13F portfolio, value $313,503.

    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 ended2025-09-30
    13F 0 shares
    Change vs previous 13F -13,965 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-06-30
    13F 13,965 shares
    Change vs previous 13F -833 shares

    <0.01% of the 13F portfolio, value $387,668.

    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).

  5. period ended2025-03-31
    13F 14,798 shares
    Change vs previous 13F +3,959 shares

    <0.01% of the 13F portfolio, value $383,416.

    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).

  6. period ended2024-12-31
    13F 10,839 shares
    Change vs previous 13F +1,678 shares

    <0.01% of the 13F portfolio, value $288,751.

    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).

  7. period ended2024-09-30
    13F 9,161 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $299,015.

    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).