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Disclosery

UNIVEST FINANCIAL Corp: SSNC position timeline

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

UNIVEST FINANCIAL Corp held 11,658 SSNC 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 11,658 shares
    Change vs previous 13F -15,830 shares

    0.04% of the 13F portfolio, value $723,360.

    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 27,488 shares
    Change vs previous 13F -112,427 shares

    0.1% of the 13F portfolio, value $1,857,393.

    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 139,915 shares
    Change vs previous 13F -490 shares

    0.65% of the 13F portfolio, value $12,231,328.

    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 140,405 shares
    Change vs previous 13F +1,085 shares

    0.7% of the 13F portfolio, value $12,462,390.

    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 139,320 shares
    Change vs previous 13F -35 shares

    0.69% of the 13F portfolio, value $11,535,681.

    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 139,355 shares
    Change vs previous 13F -9,043 shares

    0.76% of the 13F portfolio, value $11,640,317.

    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 148,398 shares
    Change vs previous 13F -1,479 shares

    0.71% of the 13F portfolio, value $11,245,591.

    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 149,877 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $11,122,392.

    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).