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Disclosery

Haverford Trust Co: IVW position timeline

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

Haverford Trust Co held 33,483 IVW 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 33,483 shares
    Change vs previous 13F +415 shares

    0.04% of the 13F portfolio, value $4,604,917.

    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 33,068 shares
    Change vs previous 13F -920 shares

    0.03% of the 13F portfolio, value $3,740,321.

    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 33,988 shares
    Change vs previous 13F -666 shares

    0.04% of the 13F portfolio, value $4,189,361.

    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 34,654 shares
    Change vs previous 13F +289 shares

    0.04% of the 13F portfolio, value $4,183,431.

    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 34,365 shares
    Change vs previous 13F -933 shares

    0.04% of the 13F portfolio, value $3,783,587.

    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 35,298 shares
    Change vs previous 13F -360 shares

    0.03% of the 13F portfolio, value $3,276,713.

    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 35,658 shares
    Change vs previous 13F +10 shares

    0.04% of the 13F portfolio, value $3,620,357.

    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 35,648 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,413,296.

    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).