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Disclosery

EVERETT HARRIS & CO /CA/: WTRG position timeline

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

EVERETT HARRIS & CO /CA/ held 17,000 WTRG 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 17,000 shares
    Change vs previous 13F +1,000 shares

    0.01% of the 13F portfolio, value $651,270.

    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 16,000 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $644,320.

    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 16,000 shares
    Change vs previous 13F +1,000 shares

    0.01% of the 13F portfolio, value $613,760.

    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 15,000 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $598,500.

    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 15,000 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $557,100.

    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 15,000 shares
    Change vs previous 13F +2,000 shares

    0.01% of the 13F portfolio, value $592,950.

    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 13,000 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $472,160.

    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).