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Disclosery

UNIVEST FINANCIAL Corp: XLV position timeline

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

UNIVEST FINANCIAL Corp held 14,671 XLV 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 14,671 shares
    Change vs previous 13F +1,052 shares

    0.11% of the 13F portfolio, value $2,327,747.

    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 13,619 shares
    Change vs previous 13F -44,444 shares

    0.11% of the 13F portfolio, value $1,996,696.

    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 58,063 shares
    Change vs previous 13F +49,034 shares

    0.48% of the 13F portfolio, value $8,988,149.

    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 9,029 shares
    Change vs previous 13F +1,270 shares

    0.07% of the 13F portfolio, value $1,256,541.

    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 7,759 shares
    Change vs previous 13F -27,458 shares

    0.06% of the 13F portfolio, value $1,045,777.

    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 35,217 shares
    Change vs previous 13F -50,508 shares

    0.34% of the 13F portfolio, value $5,142,075.

    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 85,725 shares
    Change vs previous 13F +79,680 shares

    0.74% of the 13F portfolio, value $11,793,219.

    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 6,045 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $931,054.

    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).