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EVERETT HARRIS & CO /CA/: SCHW position timeline

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

EVERETT HARRIS & CO /CA/ held 237,657 SCHW 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 237,657 shares
    Change vs previous 13F +11,302 shares

    0.27% of the 13F portfolio, value $21,928,611.

    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 226,355 shares
    Change vs previous 13F +14,575 shares

    0.27% of the 13F portfolio, value $21,272,843.

    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 211,780 shares
    Change vs previous 13F -522 shares

    0.26% of the 13F portfolio, value $21,158,940.

    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 212,302 shares
    Change vs previous 13F +1,471 shares

    0.25% of the 13F portfolio, value $20,268,472.

    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 210,831 shares
    Change vs previous 13F +380 shares

    0.25% of the 13F portfolio, value $19,236,220.

    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 210,451 shares
    Change vs previous 13F +117 shares

    0.21% of the 13F portfolio, value $16,474,104.

    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 210,334 shares
    Change vs previous 13F +1,105 shares

    0.2% of the 13F portfolio, value $15,566,819.

    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 209,229 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $13,560,131.

    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).