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Disclosery

UNIVEST FINANCIAL Corp: IJR position timeline

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

UNIVEST FINANCIAL Corp held 19,076 IJR 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 19,076 shares
    Change vs previous 13F -2,432 shares

    0.14% of the 13F portfolio, value $2,829,162.

    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 21,508 shares
    Change vs previous 13F -90 shares

    0.15% of the 13F portfolio, value $2,673,659.

    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 21,598 shares
    Change vs previous 13F -157 shares

    0.14% of the 13F portfolio, value $2,595,648.

    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 21,755 shares
    Change vs previous 13F +7,161 shares

    0.14% of the 13F portfolio, value $2,585,147.

    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 14,594 shares
    Change vs previous 13F -124 shares

    0.1% of the 13F portfolio, value $1,594,978.

    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 14,718 shares
    Change vs previous 13F -9,852 shares

    0.1% of the 13F portfolio, value $1,539,061.

    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 24,570 shares
    Change vs previous 13F -2,972 shares

    0.18% of the 13F portfolio, value $2,830,955.

    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 27,542 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $3,221,312.

    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).