Skip to content
Disclosery

Haverford Trust Co: IWR position timeline

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

Haverford Trust Co held 91,549 IWR 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 91,549 shares
    Change vs previous 13F +4,506 shares

    0.09% of the 13F portfolio, value $10,099,686.

    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 87,043 shares
    Change vs previous 13F -2,271 shares

    0.08% of the 13F portfolio, value $8,463,191.

    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 89,314 shares
    Change vs previous 13F +474 shares

    0.08% of the 13F portfolio, value $8,598,259.

    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 88,840 shares
    Change vs previous 13F -1,765 shares

    0.08% of the 13F portfolio, value $8,577,502.

    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 90,605 shares
    Change vs previous 13F -5,103 shares

    0.08% of the 13F portfolio, value $8,332,942.

    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 95,708 shares
    Change vs previous 13F -3,633 shares

    0.08% of the 13F portfolio, value $8,141,880.

    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 99,341 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $8,781,744.

    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 99,341 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $8,755,916.

    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).