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Disclosery

UNIVEST FINANCIAL Corp: WMT position timeline

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

UNIVEST FINANCIAL Corp held 45,725 WMT 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 45,725 shares
    Change vs previous 13F +375 shares

    0.25% of the 13F portfolio, value $5,178,847.

    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 45,350 shares
    Change vs previous 13F +117 shares

    0.32% of the 13F portfolio, value $5,636,048.

    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 45,233 shares
    Change vs previous 13F -1,375 shares

    0.27% of the 13F portfolio, value $5,039,461.

    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 46,608 shares
    Change vs previous 13F -3,466 shares

    0.27% of the 13F portfolio, value $4,803,375.

    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 50,074 shares
    Change vs previous 13F +1,564 shares

    0.29% of the 13F portfolio, value $4,896,205.

    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 48,510 shares
    Change vs previous 13F -3,678 shares

    0.28% of the 13F portfolio, value $4,258,670.

    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 52,188 shares
    Change vs previous 13F -1,290 shares

    0.3% of the 13F portfolio, value $4,715,197.

    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 53,478 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $4,318,391.

    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).