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Disclosery

PUZO MICHAEL J: PEP position timeline

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

PUZO MICHAEL J held 3,200 PEP 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 3,200 shares
    Change vs previous 13F -2,175 shares

    0.11% of the 13F portfolio, value $433,280.

    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 5,375 shares
    Change vs previous 13F -700 shares

    0.24% of the 13F portfolio, value $834,683.

    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 6,075 shares
    Change vs previous 13F -785 shares

    0.24% of the 13F portfolio, value $871,884.

    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 6,860 shares
    Change vs previous 13F -985 shares

    0.26% of the 13F portfolio, value $963,419.

    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 7,845 shares
    Change vs previous 13F -705 shares

    0.3% of the 13F portfolio, value $1,035,854.

    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 8,550 shares
    Change vs previous 13F -2,637 shares

    0.37% of the 13F portfolio, value $1,281,987.

    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 11,187 shares
    Change vs previous 13F -4,858 shares

    0.48% of the 13F portfolio, value $1,701,095.

    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 16,045 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $2,728,452.

    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).