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UNIVEST FINANCIAL Corp: SCHW position timeline

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

UNIVEST FINANCIAL Corp held 98,042 SCHW 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 98,042 shares
    Change vs previous 13F +791 shares

    0.44% of the 13F portfolio, value $9,046,368.

    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 97,251 shares
    Change vs previous 13F -19,499 shares

    0.51% of the 13F portfolio, value $9,139,629.

    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 116,750 shares
    Change vs previous 13F -1,949 shares

    0.62% of the 13F portfolio, value $11,664,460.

    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 118,699 shares
    Change vs previous 13F -8,327 shares

    0.63% of the 13F portfolio, value $11,332,230.

    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 127,026 shares
    Change vs previous 13F -1,094 shares

    0.7% of the 13F portfolio, value $11,589,835.

    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 128,120 shares
    Change vs previous 13F -9,406 shares

    0.66% of the 13F portfolio, value $10,029,227.

    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 137,526 shares
    Change vs previous 13F -552 shares

    0.64% of the 13F portfolio, value $10,178,294.

    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 138,078 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $8,948,838.

    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).