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UNIVEST FINANCIAL Corp: SPGI position timeline

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

UNIVEST FINANCIAL Corp held 50,216 SPGI 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 50,216 shares
    Change vs previous 13F +4,090 shares

    1% of the 13F portfolio, value $20,450,850.

    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 46,126 shares
    Change vs previous 13F +10,524 shares

    1.1% of the 13F portfolio, value $19,619,274.

    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 35,602 shares
    Change vs previous 13F +24 shares

    0.99% of the 13F portfolio, value $18,605,236.

    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 35,578 shares
    Change vs previous 13F -1,973 shares

    0.97% of the 13F portfolio, value $17,316,176.

    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 37,551 shares
    Change vs previous 13F +3,555 shares

    1.19% of the 13F portfolio, value $19,800,175.

    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 33,996 shares
    Change vs previous 13F +226 shares

    1.13% of the 13F portfolio, value $17,273,515.

    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 33,770 shares
    Change vs previous 13F +777 shares

    1.06% of the 13F portfolio, value $16,818,702.

    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 32,993 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $17,044,968.

    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).