EVERETT HARRIS & CO /CA/: WM position timeline

EVERETT HARRIS & CO /CA/ held 3,847 WM 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 3,847 shares

   Change vs previous 13F -17 shares

   0.01% of the 13F portfolio, value $857,419.

   13F-HR 0001009254-26-000004 filed by EVERETT HARRIS & CO /CA/
   Filed 2026-08-03 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 3,864 shares

   Change vs previous 13F +92 shares

   0.01% of the 13F portfolio, value $887,909.

   13F-HR 0001009254-26-000003 filed by EVERETT HARRIS & CO /CA/
   Filed 2026-05-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 3,772 shares

   Change vs previous 13F -41 shares

   0.01% of the 13F portfolio, value $828,746.

   13F-HR 0001009254-26-000002 filed by EVERETT HARRIS & CO /CA/
   Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 3,813 shares

   Change vs previous 13F -24 shares

   0.01% of the 13F portfolio, value $842,025.

   13F-HR 0001009254-25-000008 filed by EVERETT HARRIS & CO /CA/
   Filed 2025-11-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 3,837 shares

   Change vs previous 13F +484 shares

   0.01% of the 13F portfolio, value $877,982.

   13F-HR 0001009254-25-000003 filed by EVERETT HARRIS & CO /CA/
   Filed 2025-08-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 3,353 shares

   Change vs previous 13F +55 shares

   0.01% of the 13F portfolio, value $776,253.

   13F-HR 0001009254-25-000001 filed by EVERETT HARRIS & CO /CA/
   Filed 2025-05-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 3,298 shares

   Change vs previous 13F +1,455 shares

   0.01% of the 13F portfolio, value $665,503.

   13F-HR 0001085146-25-000461 filed by EVERETT HARRIS & CO /CA/
   Filed 2025-01-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 1,843 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $382,607.

   13F-HR 0001085146-24-005014 filed by EVERETT HARRIS & CO /CA/
   Filed 2024-10-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).