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Disclosery

UNIVEST FINANCIAL Corp: XLY position timeline

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

UNIVEST FINANCIAL Corp held 9,377 XLY 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 9,377 shares
    Change vs previous 13F -2,093 shares

    0.05% of the 13F portfolio, value $1,099,780.

    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 11,470 shares
    Change vs previous 13F -31,723 shares

    0.07% of the 13F portfolio, value $1,250,015.

    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 43,193 shares
    Change vs previous 13F +41,589 shares

    0.27% of the 13F portfolio, value $5,157,685.

    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 1,604 shares
    Change vs previous 13F -248 shares

    0.02% of the 13F portfolio, value $384,384.

    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 1,852 shares
    Change vs previous 13F -2,526 shares

    0.02% of the 13F portfolio, value $402,392.

    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 4,378 shares
    Change vs previous 13F -7,626 shares

    0.06% of the 13F portfolio, value $864,472.

    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 12,004 shares
    Change vs previous 13F +6,303 shares

    0.17% of the 13F portfolio, value $2,693,198.

    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 5,701 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,142,327.

    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).