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Disclosery

UNIVEST FINANCIAL Corp: IVV position timeline

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

UNIVEST FINANCIAL Corp held 6,769 IVV 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 6,769 shares
    Change vs previous 13F +2,809 shares

    0.25% of the 13F portfolio, value $5,069,236.

    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 3,960 shares
    Change vs previous 13F -375 shares

    0.15% of the 13F portfolio, value $2,586,711.

    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 4,335 shares
    Change vs previous 13F +486 shares

    0.16% of the 13F portfolio, value $2,969,215.

    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 3,849 shares
    Change vs previous 13F -2,338 shares

    0.14% of the 13F portfolio, value $2,576,136.

    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 6,187 shares
    Change vs previous 13F -162 shares

    0.23% of the 13F portfolio, value $3,841,508.

    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 6,349 shares
    Change vs previous 13F +442 shares

    0.23% of the 13F portfolio, value $3,567,503.

    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 5,907 shares
    Change vs previous 13F +46 shares

    0.22% of the 13F portfolio, value $3,477,333.

    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 5,861 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $3,380,742.

    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).