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Disclosery

PUZO MICHAEL J: MA position timeline

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

PUZO MICHAEL J held 25,086 MA 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 25,086 shares
    Change vs previous 13F +225 shares

    3.32% of the 13F portfolio, value $12,884,170.

    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 24,861 shares
    Change vs previous 13F -797 shares

    3.62% of the 13F portfolio, value $12,422,048.

    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 25,658 shares
    Change vs previous 13F -1,028 shares

    3.99% of the 13F portfolio, value $14,647,639.

    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 26,686 shares
    Change vs previous 13F -1,130 shares

    4.14% of the 13F portfolio, value $15,179,261.

    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 27,816 shares
    Change vs previous 13F -1,679 shares

    4.45% of the 13F portfolio, value $15,630,923.

    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 29,495 shares
    Change vs previous 13F -1,163 shares

    4.63% of the 13F portfolio, value $16,166,800.

    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 30,658 shares
    Change vs previous 13F -973 shares

    4.51% of the 13F portfolio, value $16,143,582.

    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 31,631 shares
    Change vs previous 13F not available

    4.08% of the 13F portfolio, value $15,619,388.

    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).