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Disclosery

PUZO MICHAEL J: ROK position timeline

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

PUZO MICHAEL J held 25,511 ROK 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 25,511 shares
    Change vs previous 13F -574 shares

    3.26% of the 13F portfolio, value $12,629,986.

    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 26,085 shares
    Change vs previous 13F -782 shares

    2.73% of the 13F portfolio, value $9,361,385.

    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 26,867 shares
    Change vs previous 13F -170 shares

    2.85% of the 13F portfolio, value $10,453,142.

    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 27,037 shares
    Change vs previous 13F -924 shares

    2.58% of the 13F portfolio, value $9,450,243.

    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 27,961 shares
    Change vs previous 13F -5,432 shares

    2.65% of the 13F portfolio, value $9,287,806.

    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 33,393 shares
    Change vs previous 13F -176 shares

    2.47% of the 13F portfolio, value $8,628,082.

    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 33,569 shares
    Change vs previous 13F -350 shares

    2.68% of the 13F portfolio, value $9,593,685.

    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 33,919 shares
    Change vs previous 13F not available

    2.38% of the 13F portfolio, value $9,105,894.

    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).