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Disclosery

PUZO MICHAEL J: DE position timeline

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

PUZO MICHAEL J held 1,010 DE 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 1,010 shares
    Change vs previous 13F -70 shares

    0.17% of the 13F portfolio, value $640,673.

    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 1,080 shares
    Change vs previous 13F -400 shares

    0.18% of the 13F portfolio, value $608,364.

    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 1,480 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $689,044.

    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 1,480 shares
    Change vs previous 13F -10 shares

    0.18% of the 13F portfolio, value $676,745.

    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 1,490 shares
    Change vs previous 13F -236 shares

    0.22% of the 13F portfolio, value $757,650.

    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 1,726 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $810,098.

    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 1,726 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $731,306.

    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 1,726 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $720,312.

    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).