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Haverford Financial Services, Inc.: PEP position timeline

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

Haverford Financial Services, Inc. held 52,679 PEP 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 52,679 shares
    Change vs previous 13F -143 shares

    2.1% of the 13F portfolio, value $7,132,737.

    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 52,822 shares
    Change vs previous 13F -115 shares

    2.44% of the 13F portfolio, value $8,202,728.

    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 52,937 shares
    Change vs previous 13F -233 shares

    2.13% of the 13F portfolio, value $7,597,518.

    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 53,170 shares
    Change vs previous 13F -5,304 shares

    2.1% of the 13F portfolio, value $7,467,195.

    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 58,474 shares
    Change vs previous 13F -7,084 shares

    2.29% of the 13F portfolio, value $7,720,907.

    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 65,558 shares
    Change vs previous 13F -294 shares

    3.03% of the 13F portfolio, value $9,829,767.

    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 65,852 shares
    Change vs previous 13F -4,128 shares

    3.05% of the 13F portfolio, value $10,013,455.

    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 69,980 shares
    Change vs previous 13F not available

    3.41% of the 13F portfolio, value $11,900,099.

    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).