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Disclosery

UNIVEST FINANCIAL Corp: IUSB position timeline

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

UNIVEST FINANCIAL Corp held 1,278,847 IUSB 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 1,278,847 shares
    Change vs previous 13F +177,457 shares

    2.9% of the 13F portfolio, value $59,018,766.

    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 1,101,390 shares
    Change vs previous 13F +104,619 shares

    2.86% of the 13F portfolio, value $50,873,188.

    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 996,771 shares
    Change vs previous 13F +163,853 shares

    2.46% of the 13F portfolio, value $46,389,701.

    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 832,918 shares
    Change vs previous 13F +99,806 shares

    2.18% of the 13F portfolio, value $38,905,587.

    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 733,112 shares
    Change vs previous 13F +49,715 shares

    2.03% of the 13F portfolio, value $33,891,779.

    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 683,397 shares
    Change vs previous 13F -63,535 shares

    2.06% of the 13F portfolio, value $31,490,919.

    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 746,932 shares
    Change vs previous 13F +229,339 shares

    2.13% of the 13F portfolio, value $33,761,307.

    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 517,593 shares
    Change vs previous 13F not available

    1.61% of the 13F portfolio, value $24,388,989.

    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).