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Disclosery

UNIVEST FINANCIAL Corp: URI position timeline

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

UNIVEST FINANCIAL Corp held 14,756 URI 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 14,756 shares
    Change vs previous 13F -1,082 shares

    0.82% of the 13F portfolio, value $16,716,777.

    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 15,838 shares
    Change vs previous 13F +1,257 shares

    0.65% of the 13F portfolio, value $11,538,725.

    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 14,581 shares
    Change vs previous 13F +118 shares

    0.63% of the 13F portfolio, value $11,801,021.

    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 14,463 shares
    Change vs previous 13F -936 shares

    0.77% of the 13F portfolio, value $13,807,619.

    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 15,399 shares
    Change vs previous 13F +555 shares

    0.7% of the 13F portfolio, value $11,601,954.

    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 14,844 shares
    Change vs previous 13F +9,414 shares

    0.61% of the 13F portfolio, value $9,302,950.

    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 5,430 shares
    Change vs previous 13F -290 shares

    0.24% of the 13F portfolio, value $3,825,447.

    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 5,720 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $4,632,307.

    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).