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Disclosery

Haverford Trust Co: IWM position timeline

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

Haverford Trust Co held 25,034 IWM 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 25,034 shares
    Change vs previous 13F +200 shares

    0.06% of the 13F portfolio, value $7,521,465.

    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 24,834 shares
    Change vs previous 13F +1,318 shares

    0.06% of the 13F portfolio, value $6,158,832.

    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 23,516 shares
    Change vs previous 13F +1,554 shares

    0.05% of the 13F portfolio, value $5,788,699.

    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 21,962 shares
    Change vs previous 13F -190 shares

    0.05% of the 13F portfolio, value $5,313,926.

    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 22,152 shares
    Change vs previous 13F +10,449 shares

    0.05% of the 13F portfolio, value $4,780,180.

    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 11,703 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $2,334,631.

    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 11,703 shares
    Change vs previous 13F +85 shares

    0.03% of the 13F portfolio, value $2,585,895.

    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 11,618 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,566,300.

    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).