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Disclosery

Haverford Trust Co: IVV position timeline

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

Haverford Trust Co held 659,358 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 659,358 shares
    Change vs previous 13F +48,556 shares

    4.26% of the 13F portfolio, value $493,786,680.

    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 610,802 shares
    Change vs previous 13F -120,547 shares

    3.66% of the 13F portfolio, value $398,982,015.

    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 731,349 shares
    Change vs previous 13F +257,695 shares

    4.47% of the 13F portfolio, value $500,930,208.

    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 473,654 shares
    Change vs previous 13F +33,813 shares

    2.86% of the 13F portfolio, value $317,016,665.

    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 439,841 shares
    Change vs previous 13F +38,409 shares

    2.59% of the 13F portfolio, value $273,097,317.

    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 401,432 shares
    Change vs previous 13F -67,762 shares

    2.27% of the 13F portfolio, value $225,564,677.

    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 469,194 shares
    Change vs previous 13F +121,281 shares

    2.74% of the 13F portfolio, value $276,204,911.

    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 347,913 shares
    Change vs previous 13F not available

    1.96% of the 13F portfolio, value $200,682,968.

    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).