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Disclosery

UNIVEST FINANCIAL Corp: SPY position timeline

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

UNIVEST FINANCIAL Corp held 5,565 SPY 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 5,565 shares
    Change vs previous 13F -107 shares

    0.2% of the 13F portfolio, value $4,155,441.

    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 5,672 shares
    Change vs previous 13F -363 shares

    0.21% of the 13F portfolio, value $3,689,039.

    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 6,035 shares
    Change vs previous 13F -75 shares

    0.22% of the 13F portfolio, value $4,115,654.

    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 6,110 shares
    Change vs previous 13F +134 shares

    0.23% of the 13F portfolio, value $4,070,567.

    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 5,976 shares
    Change vs previous 13F +817 shares

    0.22% of the 13F portfolio, value $3,692,413.

    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 5,159 shares
    Change vs previous 13F -350 shares

    0.19% of the 13F portfolio, value $2,885,968.

    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 5,509 shares
    Change vs previous 13F -364 shares

    0.2% of the 13F portfolio, value $3,228,738.

    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 5,873 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $3,370,237.

    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).