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EVERETT HARRIS & CO /CA/: UL position timeline

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

EVERETT HARRIS & CO /CA/ held 1,418,743 UL 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 1,418,743 shares
    Change vs previous 13F +11,222 shares

    1.05% of the 13F portfolio, value $85,294,829.

    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 1,407,521 shares
    Change vs previous 13F -12,366 shares

    1.03% of the 13F portfolio, value $80,186,471.

    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 1,419,887 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $92,860,595.

    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).