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Disclosery

Haverford Trust Co: SHY position timeline

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

Haverford Trust Co held 17,949 SHY 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 17,949 shares
    Change vs previous 13F -2,002 shares

    0.01% of the 13F portfolio, value $1,473,805.

    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 19,951 shares
    Change vs previous 13F -3,743 shares

    0.02% of the 13F portfolio, value $1,647,366.

    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 23,694 shares
    Change vs previous 13F -298 shares

    0.02% of the 13F portfolio, value $1,962,349.

    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 23,992 shares
    Change vs previous 13F -3,229 shares

    0.02% of the 13F portfolio, value $1,990,404.

    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 27,221 shares
    Change vs previous 13F -318,679 shares

    0.02% of the 13F portfolio, value $2,255,559.

    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 345,900 shares
    Change vs previous 13F +10,783 shares

    0.29% of the 13F portfolio, value $28,616,304.

    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 335,117 shares
    Change vs previous 13F +15,210 shares

    0.27% of the 13F portfolio, value $27,472,898.

    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 319,907 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $26,600,289.

    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).