Skip to content
Disclosery

Haverford Trust Co: IWD position timeline

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

Haverford Trust Co held 55,569 IWD 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 55,569 shares
    Change vs previous 13F -462 shares

    0.12% of the 13F portfolio, value $13,471,479.

    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 56,031 shares
    Change vs previous 13F -3,121 shares

    0.11% of the 13F portfolio, value $11,972,078.

    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 59,152 shares
    Change vs previous 13F -3,304 shares

    0.11% of the 13F portfolio, value $12,441,967.

    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 62,456 shares
    Change vs previous 13F +5,958 shares

    0.11% of the 13F portfolio, value $12,715,354.

    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 56,498 shares
    Change vs previous 13F -213 shares

    0.1% of the 13F portfolio, value $10,973,547.

    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 56,711 shares
    Change vs previous 13F +47 shares

    0.11% of the 13F portfolio, value $10,670,684.

    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 56,664 shares
    Change vs previous 13F -1,989 shares

    0.1% of the 13F portfolio, value $10,490,149.

    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 58,653 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $11,132,281.

    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).