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Disclosery

UNIVEST FINANCIAL Corp: AXP position timeline

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

UNIVEST FINANCIAL Corp held 40,629 AXP 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 40,629 shares
    Change vs previous 13F -1,091 shares

    0.67% of the 13F portfolio, value $13,742,876.

    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 41,720 shares
    Change vs previous 13F +440 shares

    0.71% of the 13F portfolio, value $12,619,493.

    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 41,280 shares
    Change vs previous 13F -1,029 shares

    0.81% of the 13F portfolio, value $15,271,571.

    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 42,309 shares
    Change vs previous 13F -134 shares

    0.79% of the 13F portfolio, value $14,053,386.

    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 42,443 shares
    Change vs previous 13F +34 shares

    0.81% of the 13F portfolio, value $13,538,356.

    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 42,409 shares
    Change vs previous 13F -5,215 shares

    0.75% of the 13F portfolio, value $11,410,178.

    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 47,624 shares
    Change vs previous 13F -1,850 shares

    0.89% of the 13F portfolio, value $14,134,473.

    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 49,474 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $13,417,467.

    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).