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Haverford Financial Services, Inc.: IVV position timeline

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

Haverford Financial Services, Inc. held 2,232 IVV 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 2,232 shares
    Change vs previous 13F 0 shares

    0.49% of the 13F portfolio, value $1,671,522.

    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 2,232 shares
    Change vs previous 13F -368 shares

    0.43% of the 13F portfolio, value $1,457,965.

    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 2,600 shares
    Change vs previous 13F +60 shares

    0.5% of the 13F portfolio, value $1,780,844.

    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 2,540 shares
    Change vs previous 13F +120 shares

    0.48% of the 13F portfolio, value $1,700,022.

    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 2,420 shares
    Change vs previous 13F 0 shares

    0.44% of the 13F portfolio, value $1,502,578.

    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 2,420 shares
    Change vs previous 13F +1,380 shares

    0.42% of the 13F portfolio, value $1,359,798.

    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 1,040 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $612,227.

    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 1,040 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $599,893.

    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).