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Disclosery

EVERETT HARRIS & CO /CA/: ALEX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EVERETT HARRIS & CO /CA/ on ALEX, newest first. How the timeline and the estimate are built.

EVERETT HARRIS & CO /CA/ held 0 ALEX shares at 2026-03-31 per its 13F-HR filed 2026-05-11.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -238,535 shares

    13F-HR 0001009254-26-000003 filed by EVERETT HARRIS & CO /CA/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 238,535 shares
    Change vs previous 13F +9,890 shares

    0.06% of the 13F portfolio, value $4,923,362.

    13F-HR 0001009254-26-000002 filed by EVERETT HARRIS & CO /CA/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 228,645 shares
    Change vs previous 13F +7,895 shares

    0.05% of the 13F portfolio, value $4,159,053.

    13F-HR 0001009254-25-000008 filed by EVERETT HARRIS & CO /CA/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 220,750 shares
    Change vs previous 13F -19,595 shares

    0.05% of the 13F portfolio, value $3,935,972.

    13F-HR 0001009254-25-000003 filed by EVERETT HARRIS & CO /CA/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 240,345 shares
    Change vs previous 13F +55,185 shares

    0.05% of the 13F portfolio, value $4,141,144.

    13F-HR 0001009254-25-000001 filed by EVERETT HARRIS & CO /CA/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 185,160 shares
    Change vs previous 13F -80 shares

    0.04% of the 13F portfolio, value $3,284,738.

    13F-HR 0001085146-25-000461 filed by EVERETT HARRIS & CO /CA/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 185,240 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,556,608.

    13F-HR 0001085146-24-005014 filed by EVERETT HARRIS & CO /CA/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).