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Disclosery

Haverford Trust Co: AMT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Haverford Trust Co on AMT, newest first. How the timeline and the estimate are built.

Haverford Trust Co held 54,307 AMT 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 54,307 shares
    Change vs previous 13F -105,049 shares

    0.08% of the 13F portfolio, value $8,882,996.

    13F-HR 0001104659-26-095022 filed by Haverford Trust Co
    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 159,356 shares
    Change vs previous 13F +6,494 shares

    0.25% of the 13F portfolio, value $27,501,658.

    13F-HR 0001104659-26-058513 filed by Haverford Trust Co
    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 152,862 shares
    Change vs previous 13F -31,606 shares

    0.24% of the 13F portfolio, value $26,837,981.

    13F-HR 0001104659-26-014822 filed by Haverford Trust Co
    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 184,468 shares
    Change vs previous 13F +1,221 shares

    0.32% of the 13F portfolio, value $35,476,886.

    13F-HR 0001104659-25-112200 filed by Haverford Trust Co
    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 183,247 shares
    Change vs previous 13F +311 shares

    0.38% of the 13F portfolio, value $40,501,252.

    13F-HR 0001104659-25-077549 filed by Haverford Trust Co
    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 182,936 shares
    Change vs previous 13F +3,207 shares

    0.4% of the 13F portfolio, value $39,806,874.

    13F-HR 0001104659-25-048427 filed by Haverford Trust Co
    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 179,729 shares
    Change vs previous 13F -7,873 shares

    0.33% of the 13F portfolio, value $32,964,096.

    13F-HR 0001104659-25-011475 filed by Haverford Trust Co
    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 187,602 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $43,628,721.

    13F-HR 0001104659-24-114296 filed by Haverford Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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