EVERETT HARRIS & CO /CA/: BUD position timeline

EVERETT HARRIS & CO /CA/ held 240,911 BUD 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 240,911 shares

   Change vs previous 13F +2,438 shares

   0.24% of the 13F portfolio, value $19,851,066.

   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 238,473 shares

   Change vs previous 13F -7,342 shares

   0.21% of the 13F portfolio, value $16,542,872.

   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 245,815 shares

   Change vs previous 13F +8,917 shares

   0.19% of the 13F portfolio, value $15,741,993.

   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 236,898 shares

   Change vs previous 13F -7,230 shares

   0.17% of the 13F portfolio, value $14,121,490.

   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 244,128 shares

   Change vs previous 13F +3,442 shares

   0.22% of the 13F portfolio, value $16,776,476.

   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 240,686 shares

   Change vs previous 13F -8,965 shares

   0.19% of the 13F portfolio, value $14,816,630.

   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 249,651 shares

   Change vs previous 13F -30,420 shares

   0.16% of the 13F portfolio, value $12,500,026.

   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 280,071 shares

   Change vs previous 13F not available

   0.23% of the 13F portfolio, value $18,565,907.

   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).