EVERETT HARRIS & CO /CA/: BAX position timeline

EVERETT HARRIS & CO /CA/ held 146,154 BAX shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 146,154 shares

   Change vs previous 13F -8,599 shares

   0.04% of the 13F portfolio, value $3,116,001.

   13F-HR 0001009254-26-000004 filed by EVERETT HARRIS & CO /CA/
   Filed 2026-08-03 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 154,753 shares

   Change vs previous 13F -12,143 shares

   0.03% of the 13F portfolio, value $2,599,849.

   13F-HR 0001009254-26-000003 filed by EVERETT HARRIS & CO /CA/
   Filed 2026-05-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 166,896 shares

   Change vs previous 13F -332,637 shares

   0.04% of the 13F portfolio, value $3,189,384.

   13F-HR 0001009254-26-000002 filed by EVERETT HARRIS & CO /CA/
   Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 499,533 shares

   Change vs previous 13F -10,986 shares

   0.14% of the 13F portfolio, value $11,374,359.

   13F-HR 0001009254-25-000008 filed by EVERETT HARRIS & CO /CA/
   Filed 2025-11-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 510,519 shares

   Change vs previous 13F -15,866 shares

   0.2% of the 13F portfolio, value $15,458,505.

   13F-HR 0001009254-25-000003 filed by EVERETT HARRIS & CO /CA/
   Filed 2025-08-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 526,385 shares

   Change vs previous 13F -4,554 shares

   0.23% of the 13F portfolio, value $18,018,147.

   13F-HR 0001009254-25-000001 filed by EVERETT HARRIS & CO /CA/
   Filed 2025-05-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 530,939 shares

   Change vs previous 13F -19,640 shares

   0.2% of the 13F portfolio, value $15,482,172.

   13F-HR 0001085146-25-000461 filed by EVERETT HARRIS & CO /CA/
   Filed 2025-01-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 550,579 shares

   Change vs previous 13F not available

   0.26% of the 13F portfolio, value $20,905,472.

   13F-HR 0001085146-24-005014 filed by EVERETT HARRIS & CO /CA/
   Filed 2024-10-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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