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UNIVEST FINANCIAL Corp: SPDW position timeline

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

UNIVEST FINANCIAL Corp held 86,389 SPDW 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 86,389 shares
    Change vs previous 13F +1,870 shares

    0.21% of the 13F portfolio, value $4,353,141.

    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 84,519 shares
    Change vs previous 13F +4,727 shares

    0.22% of the 13F portfolio, value $3,858,291.

    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 79,792 shares
    Change vs previous 13F -6,407 shares

    0.19% of the 13F portfolio, value $3,543,543.

    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 86,199 shares
    Change vs previous 13F +8,936 shares

    0.21% of the 13F portfolio, value $3,688,441.

    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 77,263 shares
    Change vs previous 13F -382 shares

    0.19% of the 13F portfolio, value $3,128,368.

    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 77,645 shares
    Change vs previous 13F -3,087 shares

    0.18% of the 13F portfolio, value $2,827,072.

    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 80,732 shares
    Change vs previous 13F +25,780 shares

    0.17% of the 13F portfolio, value $2,755,400.

    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 54,952 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $2,064,000.

    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).