EVERETT HARRIS & CO /CA/: SCHB position timeline

EVERETT HARRIS & CO /CA/ held 20,175 SCHB 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 20,175 shares

   Change vs previous 13F +1,400 shares

   0.01% of the 13F portfolio, value $584,268.

   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 18,775 shares

   Change vs previous 13F +2,000 shares

   0.01% of the 13F portfolio, value $471,252.

   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 16,775 shares

   Change vs previous 13F -1,310 shares

   0.01% of the 13F portfolio, value $440,008.

   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 18,085 shares

   Change vs previous 13F -3,380 shares

   0.01% of the 13F portfolio, value $464,965.

   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 21,465 shares

   Change vs previous 13F -260 shares

   0.01% of the 13F portfolio, value $511,511.

   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 21,725 shares

   Change vs previous 13F -100 shares

   0.01% of the 13F portfolio, value $467,739.

   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 21,825 shares

   Change vs previous 13F +15,625 shares

   0.01% of the 13F portfolio, value $495,427.

   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 6,200 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $412,424.

   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).