Skip to content
Disclosery

UNIVEST FINANCIAL Corp: CRM position timeline

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

UNIVEST FINANCIAL Corp held 55,576 CRM 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 55,576 shares
    Change vs previous 13F -3,100 shares

    0.43% of the 13F portfolio, value $8,706,602.

    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 58,676 shares
    Change vs previous 13F +13,200 shares

    0.62% of the 13F portfolio, value $10,953,007.

    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 45,476 shares
    Change vs previous 13F -13,771 shares

    0.64% of the 13F portfolio, value $12,047,108.

    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 59,247 shares
    Change vs previous 13F +8,171 shares

    0.79% of the 13F portfolio, value $14,041,469.

    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 51,076 shares
    Change vs previous 13F -1,064 shares

    0.84% of the 13F portfolio, value $13,927,842.

    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 52,140 shares
    Change vs previous 13F -24,162 shares

    0.91% of the 13F portfolio, value $13,992,334.

    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 76,302 shares
    Change vs previous 13F -1,080 shares

    1.61% of the 13F portfolio, value $25,510,200.

    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 77,382 shares
    Change vs previous 13F not available

    1.4% of the 13F portfolio, value $21,180,341.

    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).