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Disclosery

Haverford Trust Co: WM position timeline

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

Haverford Trust Co held 243,156 WM 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 243,156 shares
    Change vs previous 13F +8,792 shares

    0.47% of the 13F portfolio, value $54,194,558.

    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 234,364 shares
    Change vs previous 13F +46,942 shares

    0.49% of the 13F portfolio, value $53,854,411.

    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 187,422 shares
    Change vs previous 13F -144,693 shares

    0.37% of the 13F portfolio, value $41,178,583.

    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 332,115 shares
    Change vs previous 13F +1,763 shares

    0.66% of the 13F portfolio, value $73,341,018.

    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 330,352 shares
    Change vs previous 13F +300,688 shares

    0.72% of the 13F portfolio, value $75,591,176.

    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 29,664 shares
    Change vs previous 13F -208 shares

    0.07% of the 13F portfolio, value $6,867,513.

    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 29,872 shares
    Change vs previous 13F -71 shares

    0.06% of the 13F portfolio, value $6,027,871.

    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 29,943 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $6,216,167.

    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).