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Disclosery

UNIVEST FINANCIAL Corp: EFV position timeline

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

UNIVEST FINANCIAL Corp held 26,021 EFV 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 26,021 shares
    Change vs previous 13F +89 shares

    0.1% of the 13F portfolio, value $1,991,920.

    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 25,932 shares
    Change vs previous 13F -70 shares

    0.11% of the 13F portfolio, value $1,928,054.

    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 26,002 shares
    Change vs previous 13F +62 shares

    0.1% of the 13F portfolio, value $1,856,812.

    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 25,940 shares
    Change vs previous 13F -50 shares

    0.1% of the 13F portfolio, value $1,759,505.

    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 25,990 shares
    Change vs previous 13F -307 shares

    0.1% of the 13F portfolio, value $1,649,840.

    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 26,297 shares
    Change vs previous 13F +22 shares

    0.1% of the 13F portfolio, value $1,549,975.

    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 26,275 shares
    Change vs previous 13F -1,665 shares

    0.09% of the 13F portfolio, value $1,378,675.

    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 27,940 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,607,393.

    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).