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Disclosery

PUZO MICHAEL J: BRK-B position timeline

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

PUZO MICHAEL J held 4,485 BRK-B 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 4,485 shares
    Change vs previous 13F -105 shares

    0.58% of the 13F portfolio, value $2,244,248.

    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 4,590 shares
    Change vs previous 13F +590 shares

    0.64% of the 13F portfolio, value $2,199,528.

    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 4,000 shares
    Change vs previous 13F +1,395 shares

    0.55% of the 13F portfolio, value $2,010,600.

    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 2,605 shares
    Change vs previous 13F -195 shares

    0.36% of the 13F portfolio, value $1,309,637.

    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 2,800 shares
    Change vs previous 13F -715 shares

    0.39% of the 13F portfolio, value $1,360,156.

    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 3,515 shares
    Change vs previous 13F +134 shares

    0.54% of the 13F portfolio, value $1,872,018.

    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 3,381 shares
    Change vs previous 13F -274 shares

    0.43% of the 13F portfolio, value $1,532,539.

    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 3,655 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $1,682,249.

    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).