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Disclosery

PUZO MICHAEL J: ADI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PUZO MICHAEL J on ADI, newest first. How the timeline and the estimate are built.

PUZO MICHAEL J held 43,236 ADI shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,236 shares
    Change vs previous 13F -5,015 shares

    4.43% of the 13F portfolio, value $17,172,042.

    13F-HR 0001053914-26-000005 filed by PUZO MICHAEL J
    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 48,251 shares
    Change vs previous 13F -3,086 shares

    4.47% of the 13F portfolio, value $15,350,572.

    13F-HR 0001053914-26-000002 filed by PUZO MICHAEL J
    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 51,337 shares
    Change vs previous 13F -235 shares

    3.79% of the 13F portfolio, value $13,922,594.

    13F-HR 0001053914-26-000001 filed by PUZO MICHAEL J
    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 51,572 shares
    Change vs previous 13F -316 shares

    3.46% of the 13F portfolio, value $12,671,239.

    13F-HR 0001053914-25-000003 filed by PUZO MICHAEL J
    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 51,888 shares
    Change vs previous 13F -1,345 shares

    3.52% of the 13F portfolio, value $12,350,381.

    13F-HR 0001314376-25-000002 filed by PUZO MICHAEL J
    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 53,233 shares
    Change vs previous 13F +254 shares

    3.08% of the 13F portfolio, value $10,735,499.

    13F-HR 0001494234-25-000011 filed by PUZO MICHAEL J
    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 52,979 shares
    Change vs previous 13F -2,620 shares

    3.15% of the 13F portfolio, value $11,255,918.

    13F-HR 0001494234-25-000004 filed by PUZO MICHAEL J
    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 55,599 shares
    Change vs previous 13F not available

    3.35% of the 13F portfolio, value $12,797,221.

    13F-HR 0001053914-24-000004 filed by PUZO MICHAEL J
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).