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Disclosery

EVERETT HARRIS & CO /CA/: VUSB position timeline

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

EVERETT HARRIS & CO /CA/ held 97,500 VUSB 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 97,500 shares
    Change vs previous 13F -49,750 shares

    0.06% of the 13F portfolio, value $4,853,550.

    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 147,250 shares
    Change vs previous 13F +7,850 shares

    0.09% of the 13F portfolio, value $7,330,841.

    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 139,400 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $6,947,696.

    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).