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Disclosery

UNIVEST FINANCIAL Corp: WSFS position timeline

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

UNIVEST FINANCIAL Corp held 11,616 WSFS 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 11,616 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $891,296.

    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 11,616 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $760,383.

    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 11,616 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $641,668.

    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 11,616 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $626,451.

    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 11,616 shares
    Change vs previous 13F -270 shares

    0.04% of the 13F portfolio, value $638,880.

    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 11,886 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $616,527.

    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 11,886 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $631,503.

    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 11,886 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $606,067.

    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).