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Disclosery

PUZO MICHAEL J: CARR position timeline

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

PUZO MICHAEL J held 3,285 CARR 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 3,285 shares
    Change vs previous 13F -19,000 shares

    0.06% of the 13F portfolio, value $240,955.

    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 22,285 shares
    Change vs previous 13F -1,950 shares

    0.37% of the 13F portfolio, value $1,254,868.

    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 24,235 shares
    Change vs previous 13F -89,995 shares

    0.35% of the 13F portfolio, value $1,280,578.

    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 114,230 shares
    Change vs previous 13F -1,195 shares

    1.86% of the 13F portfolio, value $6,819,529.

    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 115,425 shares
    Change vs previous 13F +25 shares

    2.41% of the 13F portfolio, value $8,447,956.

    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 115,400 shares
    Change vs previous 13F +13,823 shares

    2.1% of the 13F portfolio, value $7,316,360.

    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 101,577 shares
    Change vs previous 13F +14,088 shares

    1.94% of the 13F portfolio, value $6,933,646.

    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 87,489 shares
    Change vs previous 13F not available

    1.84% of the 13F portfolio, value $7,041,988.

    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).