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Disclosery

Haverford Trust Co: SPY position timeline

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

Haverford Trust Co held 115,343 SPY 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 115,343 shares
    Change vs previous 13F -1,288 shares

    0.74% of the 13F portfolio, value $86,134,856.

    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 116,631 shares
    Change vs previous 13F -2,322 shares

    0.7% of the 13F portfolio, value $75,849,948.

    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 118,953 shares
    Change vs previous 13F +3,414 shares

    0.72% of the 13F portfolio, value $81,116,580.

    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 115,539 shares
    Change vs previous 13F -546 shares

    0.69% of the 13F portfolio, value $76,969,951.

    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 116,085 shares
    Change vs previous 13F +12,344 shares

    0.68% of the 13F portfolio, value $71,723,284.

    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 103,741 shares
    Change vs previous 13F -1,019 shares

    0.58% of the 13F portfolio, value $58,031,829.

    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 104,760 shares
    Change vs previous 13F -873 shares

    0.61% of the 13F portfolio, value $61,397,899.

    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 105,633 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $60,608,145.

    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).