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Disclosery

Haverford Trust Co: IJR position timeline

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

Haverford Trust Co held 1,599,222 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 1,599,222 shares
    Change vs previous 13F -5,537 shares

    2.05% of the 13F portfolio, value $237,180,605.

    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 1,604,759 shares
    Change vs previous 13F -85,288 shares

    1.83% of the 13F portfolio, value $199,487,545.

    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 1,690,047 shares
    Change vs previous 13F -314 shares

    1.81% of the 13F portfolio, value $203,109,905.

    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 1,690,361 shares
    Change vs previous 13F -20,436 shares

    1.81% of the 13F portfolio, value $200,865,555.

    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 1,710,797 shares
    Change vs previous 13F -2,312 shares

    1.78% of the 13F portfolio, value $186,972,965.

    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 1,713,109 shares
    Change vs previous 13F -11,061 shares

    1.8% of the 13F portfolio, value $179,139,771.

    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 1,724,170 shares
    Change vs previous 13F +5,376 shares

    1.97% of the 13F portfolio, value $198,658,826.

    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 1,718,794 shares
    Change vs previous 13F not available

    1.96% of the 13F portfolio, value $201,030,104.

    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).