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Disclosery

PUZO MICHAEL J: SBGSY position timeline

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

PUZO MICHAEL J held 170,477 SBGSY 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 170,477 shares
    Change vs previous 13F -1,118 shares

    2.86% of the 13F portfolio, value $11,111,690.

    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 171,595 shares
    Change vs previous 13F -1,550 shares

    2.72% of the 13F portfolio, value $9,339,916.

    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 173,145 shares
    Change vs previous 13F +475 shares

    2.59% of the 13F portfolio, value $9,511,633.

    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 172,670 shares
    Change vs previous 13F +670 shares

    2.64% of the 13F portfolio, value $9,672,973.

    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 172,000 shares
    Change vs previous 13F -3,720 shares

    2.62% of the 13F portfolio, value $9,181,359.

    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 175,720 shares
    Change vs previous 13F +6,210 shares

    2.31% of the 13F portfolio, value $8,069,062.

    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 169,510 shares
    Change vs previous 13F +844 shares

    2.35% of the 13F portfolio, value $8,414,476.

    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 168,666 shares
    Change vs previous 13F not available

    2.32% of the 13F portfolio, value $8,892,410.

    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).