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EVERETT HARRIS & CO /CA/: PEP position timeline

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

EVERETT HARRIS & CO /CA/ held 356,791 PEP 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 356,791 shares
    Change vs previous 13F -11,423 shares

    0.59% of the 13F portfolio, value $48,309,536.

    13F-HR 0001009254-26-000004 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).

  2. period ended2026-03-31
    13F 368,214 shares
    Change vs previous 13F -16,500 shares

    0.74% of the 13F portfolio, value $57,180,018.

    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).

  3. period ended2025-12-31
    13F 384,714 shares
    Change vs previous 13F -17,992 shares

    0.67% of the 13F portfolio, value $55,214,200.

    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).

  4. period ended2025-09-30
    13F 402,706 shares
    Change vs previous 13F -2,309 shares

    0.7% of the 13F portfolio, value $56,556,031.

    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).

  5. period ended2025-06-30
    13F 405,015 shares
    Change vs previous 13F -6,159 shares

    0.69% of the 13F portfolio, value $53,478,181.

    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).

  6. period ended2025-03-31
    13F 411,174 shares
    Change vs previous 13F -3,620 shares

    0.79% of the 13F portfolio, value $61,651,430.

    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).

  7. period ended2024-12-31
    13F 414,794 shares
    Change vs previous 13F +71 shares

    0.8% of the 13F portfolio, value $63,073,576.

    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).

  8. period ended2024-09-30
    13F 414,723 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $70,523,646.

    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).