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Disclosery

UNIVEST FINANCIAL Corp: ADI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of UNIVEST FINANCIAL Corp on ADI, newest first. How the timeline and the estimate are built.

UNIVEST FINANCIAL Corp held 7,573 ADI shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,573 shares
    Change vs previous 13F +75 shares

    0.15% of the 13F portfolio, value $3,007,620.

    13F-HR 0000102212-26-000038 filed by UNIVEST FINANCIAL Corp
    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 7,498 shares
    Change vs previous 13F -907 shares

    0.13% of the 13F portfolio, value $2,385,571.

    13F-HR 0000102212-26-000029 filed by UNIVEST FINANCIAL Corp
    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 8,405 shares
    Change vs previous 13F +899 shares

    0.12% of the 13F portfolio, value $2,279,523.

    13F-HR 0000102212-26-000008 filed by UNIVEST FINANCIAL Corp
    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 7,506 shares
    Change vs previous 13F -1,199 shares

    0.1% of the 13F portfolio, value $1,844,128.

    13F-HR 0000102212-25-000029 filed by UNIVEST FINANCIAL Corp
    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 8,705 shares
    Change vs previous 13F +830 shares

    0.12% of the 13F portfolio, value $2,072,030.

    13F-HR 0001085146-25-004475 filed by UNIVEST FINANCIAL Corp
    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 7,875 shares
    Change vs previous 13F +388 shares

    0.1% of the 13F portfolio, value $1,588,233.

    13F-HR 0001085146-25-002845 filed by UNIVEST FINANCIAL Corp
    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 7,487 shares
    Change vs previous 13F +155 shares

    0.1% of the 13F portfolio, value $1,590,782.

    13F-HR 0001085146-25-001025 filed by UNIVEST FINANCIAL Corp
    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 7,332 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,687,771.

    13F-HR 0001085146-24-005865 filed by UNIVEST FINANCIAL Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).