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Disclosery

Haverford Financial Services, Inc.: WM position timeline

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

Haverford Financial Services, Inc. held 14,815 WM 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 14,815 shares
    Change vs previous 13F -1,405 shares

    0.97% of the 13F portfolio, value $3,301,967.

    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 16,220 shares
    Change vs previous 13F -961 shares

    1.11% of the 13F portfolio, value $3,727,194.

    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 17,181 shares
    Change vs previous 13F -2,328 shares

    1.06% of the 13F portfolio, value $3,774,838.

    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 19,509 shares
    Change vs previous 13F -106 shares

    1.21% of the 13F portfolio, value $4,308,172.

    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 19,615 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $4,488,304.

    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).