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EVERETT HARRIS & CO /CA/: VSXY position timeline

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

EVERETT HARRIS & CO /CA/ held 106,699 VSXY 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 106,699 shares
    Change vs previous 13F +1,627 shares

    0.11% of the 13F portfolio, value $8,907,233.

    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 105,072 shares
    Change vs previous 13F +6,035 shares

    0.06% of the 13F portfolio, value $4,871,138.

    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 99,037 shares
    Change vs previous 13F +916 shares

    0.06% of the 13F portfolio, value $5,364,834.

    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 98,121 shares
    Change vs previous 13F +565 shares

    0.03% of the 13F portfolio, value $2,663,004.

    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 97,556 shares
    Change vs previous 13F +82,106 shares

    0.02% of the 13F portfolio, value $1,806,737.

    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 15,450 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $287,061.

    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).