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Disclosery

PUZO MICHAEL J: ATR position timeline

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

PUZO MICHAEL J held 60,108 ATR 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 60,108 shares
    Change vs previous 13F -6,779 shares

    1.94% of the 13F portfolio, value $7,525,522.

    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 66,887 shares
    Change vs previous 13F -3,778 shares

    2.45% of the 13F portfolio, value $8,429,099.

    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 70,665 shares
    Change vs previous 13F -270 shares

    2.35% of the 13F portfolio, value $8,618,303.

    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 70,935 shares
    Change vs previous 13F +45 shares

    2.59% of the 13F portfolio, value $9,481,171.

    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 70,890 shares
    Change vs previous 13F -3,338 shares

    3.16% of the 13F portfolio, value $11,089,323.

    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 74,228 shares
    Change vs previous 13F +474 shares

    3.16% of the 13F portfolio, value $11,013,950.

    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 73,754 shares
    Change vs previous 13F -3,722 shares

    3.24% of the 13F portfolio, value $11,586,753.

    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 77,476 shares
    Change vs previous 13F not available

    3.24% of the 13F portfolio, value $12,410,880.

    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).