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EVERETT HARRIS & CO /CA/: VYM position timeline

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

EVERETT HARRIS & CO /CA/ held 26,702 VYM 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 26,702 shares
    Change vs previous 13F -5,199 shares

    0.05% of the 13F portfolio, value $4,219,751.

    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 31,901 shares
    Change vs previous 13F -781 shares

    0.06% of the 13F portfolio, value $4,724,476.

    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 32,682 shares
    Change vs previous 13F +1,799 shares

    0.06% of the 13F portfolio, value $4,690,579.

    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 30,883 shares
    Change vs previous 13F -468 shares

    0.05% of the 13F portfolio, value $4,353,022.

    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 31,351 shares
    Change vs previous 13F -2,641 shares

    0.05% of the 13F portfolio, value $4,179,420.

    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 33,992 shares
    Change vs previous 13F -345 shares

    0.06% of the 13F portfolio, value $4,383,637.

    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 34,337 shares
    Change vs previous 13F +221 shares

    0.06% of the 13F portfolio, value $4,381,048.

    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 34,116 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,373,634.

    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).