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Disclosery

Haverford Financial Services, Inc.: IJR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Haverford Financial Services, Inc. on IJR, newest first. How the timeline and the estimate are built.

Haverford Financial Services, Inc. held 3,704 IJR shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,704 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $549,340.

    13F-HR 0001104659-26-094815 filed by Haverford Financial Services, Inc.
    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 3,704 shares
    Change vs previous 13F -1,506 shares

    0.14% of the 13F portfolio, value $460,444.

    13F-HR 0001104659-26-058495 filed by Haverford Financial Services, Inc.
    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 5,210 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $626,138.

    13F-HR 0001104659-26-014783 filed by Haverford Financial Services, Inc.
    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 5,210 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $619,104.

    13F-HR 0001104659-25-110202 filed by Haverford Financial Services, Inc.
    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 5,210 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $569,401.

    13F-HR 0001104659-25-076263 filed by Haverford Financial Services, Inc.
    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 5,210 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $544,810.

    13F-HR 0001104659-25-046590 filed by Haverford Financial Services, Inc.
    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 5,210 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $600,296.

    13F-HR 0001104659-25-011392 filed by Haverford Financial Services, Inc.
    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 5,210 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $609,362.

    13F-HR 0001104659-24-111778 filed by Haverford Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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