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Disclosery

Haverford Trust Co: WFC position timeline

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

Haverford Trust Co held 48,007 WFC 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 48,007 shares
    Change vs previous 13F -2,867 shares

    0.03% of the 13F portfolio, value $3,967,298.

    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 50,874 shares
    Change vs previous 13F +2,343 shares

    0.04% of the 13F portfolio, value $4,050,079.

    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 48,531 shares
    Change vs previous 13F +662 shares

    0.04% of the 13F portfolio, value $4,523,089.

    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 47,869 shares
    Change vs previous 13F -3,035 shares

    0.04% of the 13F portfolio, value $4,012,380.

    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 50,904 shares
    Change vs previous 13F -4,248 shares

    0.04% of the 13F portfolio, value $4,078,428.

    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 55,152 shares
    Change vs previous 13F +833 shares

    0.04% of the 13F portfolio, value $3,959,362.

    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 54,319 shares
    Change vs previous 13F +754 shares

    0.04% of the 13F portfolio, value $3,815,367.

    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 53,565 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,025,887.

    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).