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Disclosery

UNIVEST FINANCIAL Corp: IWR position timeline

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

UNIVEST FINANCIAL Corp held 9,081 IWR 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 9,081 shares
    Change vs previous 13F +1,749 shares

    0.05% of the 13F portfolio, value $1,001,814.

    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 7,332 shares
    Change vs previous 13F -2,881 shares

    0.04% of the 13F portfolio, value $712,874.

    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 10,213 shares
    Change vs previous 13F +815 shares

    0.05% of the 13F portfolio, value $983,173.

    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 9,398 shares
    Change vs previous 13F -112 shares

    0.05% of the 13F portfolio, value $907,387.

    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 9,510 shares
    Change vs previous 13F -804 shares

    0.05% of the 13F portfolio, value $874,652.

    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 10,314 shares
    Change vs previous 13F -5,232 shares

    0.06% of the 13F portfolio, value $877,418.

    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 15,546 shares
    Change vs previous 13F -3,330 shares

    0.09% of the 13F portfolio, value $1,374,303.

    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 18,876 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,663,803.

    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).