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Disclosery

UNIVEST FINANCIAL Corp: IWF position timeline

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

UNIVEST FINANCIAL Corp held 3,628 IWF 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 3,628 shares
    Change vs previous 13F +2,258 shares

    0.02% of the 13F portfolio, value $450,489.

    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 1,370 shares
    Change vs previous 13F -179 shares

    0.03% of the 13F portfolio, value $584,168.

    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 1,549 shares
    Change vs previous 13F +746 shares

    0.04% of the 13F portfolio, value $733,142.

    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 803 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $376,133.

    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 803 shares
    Change vs previous 13F -1,145 shares

    0.02% of the 13F portfolio, value $340,938.

    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 1,948 shares
    Change vs previous 13F +1 shares

    0.05% of the 13F portfolio, value $703,300.

    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 1,947 shares
    Change vs previous 13F -163 shares

    0.05% of the 13F portfolio, value $782,072.

    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 2,110 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $792,153.

    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).