|
Q2 2026
|
|
|
Reported by UNIVEST FINANCIAL Corp
|
13F-NT |
8/7/2026 |
000100049026000003 |
|
Q1 2026
|
|
|
Reported by UNIVEST FINANCIAL Corp
|
13F-NT |
5/1/2026 |
000100049026000002 |
|
Q4 2025
|
|
|
Reported by UNIVEST FINANCIAL Corp
|
13F-NT |
2/4/2026 |
000100049026000001 |
|
Q3 2025
|
|
|
Reported by UNIVEST FINANCIAL Corp
|
13F-NT |
10/30/2025 |
000100049025000005 |
|
Q2 2025
|
|
|
Reported by UNIVEST FINANCIAL Corp
|
13F-NT |
8/5/2025 |
000108514625004510 |
|
Q1 2025
|
|
|
Reported by UNIVEST FINANCIAL Corp
|
13F-NT |
5/13/2025 |
000108514625003001 |
|
Q3 2024
|
|
|
Reported by UNIVEST FINANCIAL Corp
|
13F-NT |
11/14/2024 |
000108514624005863 |
|
Q2 2024
|
259 |
1,056,684 |
SPYM, VXUS, AAPL, MSFT
|
13F-HR
|
8/12/2024 |
000100049024000003 |
|
Q1 2024
|
262 |
1,062,073 |
SPYM, VXUS, AAPL, MSFT
|
13F-HR
|
5/13/2024 |
000100049024000002 |
|
Q4 2023
|
246 |
985,447 |
AAPL, SPYM, VXUS, SPAB
|
13F-HR
|
2/9/2024 |
000100049024000001 |
|
Q3 2023
|
243 |
886,340 |
AAPL, SPYM, VXUS, SPAB
|
13F-HR
|
11/2/2023 |
000100049023000007 |
|
Q2 2023
|
252 |
946,674 |
AAPL, SPYM, VXUS, SPAB
|
13F-HR
|
8/15/2023 |
000100049023000003 |
|
Q1 2023
|
252 |
904,422 |
AAPL, SPYM, VXUS, SPAB
|
13F-HR
|
5/12/2023 |
000100049023000002 |
|
Q4 2022
|
260 |
882,627 |
AAPL, SPYM, VXUS, SPAB
|
13F-HR
|
1/26/2023 |
000100049023000001 |
|
Q3 2022
|
231 |
753,509 |
AAPL, SPYM, VXUS, SPAB
|
13F-HR
|
10/20/2022 |
000100049022000004 |
|
Q2 2022
|
218 |
784,018 |
AAPL, SPYM, SPAB, VXUS
|
13F-HR
|
7/26/2022 |
000100049022000003 |
|
Q1 2022
|
247 |
913,696 |
AAPL, SPYM, SPAB, MSFT
|
13F-HR
|
4/27/2022 |
000100049022000002 |
|
Q4 2021
|
257 |
920,112 |
AAPL, SPAB, MSFT, SPYM
|
13F-HR
|
2/2/2022 |
000100049022000001 |
|
Q3 2021
|
252 |
791,954 |
AAPL, SPAB, MSFT, SPYM
|
RESTATEMENT
|
11/1/2021 |
000100049021000005 |
|
Q2 2021
|
261 |
778,055 |
AAPL, SPAB, MSFT, SPYM
|
13F-HR
|
8/10/2021 |
000100049021000003 |
|
Q1 2021
|
215 |
693,280 |
AAPL, SPAB, MSFT, SPYM
|
13F-HR
|
5/6/2021 |
000100049021000002 |
|
Q4 2020
|
208 |
649,286 |
AAPL, SPAB, MSFT, BLK
|
13F-HR
|
2/2/2021 |
000100049021000001 |
|
Q3 2020
|
210 |
597,564 |
AAPL, SPAB, MSFT, HD
|
13F-HR
|
11/13/2020 |
000100049020000005 |
|
Q2 2020
|
207 |
553,979 |
AAPL, SPAB, MSFT, BLK
|
13F-HR
|
8/10/2020 |
000100049020000004 |
|
Q1 2020
|
206 |
500,291 |
AAPL, SPAB, MSFT, BNDX
|
RESTATEMENT
|
5/5/2020 |
000100049020000003 |
|
Q4 2019
|
227 |
605,000 |
AAPL, BNDX, SPAB, MSFT
|
13F-HR
|
2/3/2020 |
000100049020000001 |
|
Q3 2019
|
212 |
537,137 |
AAPL, SPAB, MSFT, HD
|
13F-HR
|
11/1/2019 |
000100049019000004 |
|
Q2 2019
|
232 |
566,826 |
AAPL, SPAB, MSFT, V
|
13F-HR
|
8/12/2019 |
000100049019000003 |
|
Q1 2019
|
235 |
536,354 |
AAPL, SPAB, MSFT, V
|
13F-HR
|
5/8/2019 |
000100049019000002 |
|
Q4 2018
|
239 |
475,947 |
AAPL, SPAB, MSFT, V
|
13F-HR
|
2/11/2019 |
000100049019000001 |
|
Q3 2018
|
988 |
563,839 |
AAPL, MSFT, V, SPAB
|
13F-HR
|
11/9/2018 |
000100049018000004 |
|
Q2 2018
|
262 |
529,589 |
AAPL, V, MSFT, BLK
|
13F-HR
|
8/7/2018 |
000100049018000003 |
|
Q1 2018
|
244 |
427,626 |
BLK, MSFT, V, JNJ
|
13F-HR
|
4/18/2018 |
000100049018000002 |
|
Q4 2017
|
280 |
521,721 |
AAPL, JNJ, BLK, V
|
13F-HR
|
2/7/2018 |
000100049018000001 |
|
Q3 2017
|
258 |
484,318 |
AAPL, JNJ, AGG, BLK
|
13F-HR
|
11/8/2017 |
000100049017000004 |
|
Q2 2017
|
265 |
461,915 |
AAPL, JNJ, AGG, BLK
|
13F-HR
|
8/8/2017 |
000100049017000003 |
|
Q1 2017
|
229 |
413,875 |
AAPL, JNJ, DIS, BLK
|
13F-HR
|
5/3/2017 |
000100049017000002 |
|
Q4 2016
|
220 |
344,420 |
AAPL, DIS, BLK, XOM
|
13F-HR
|
2/8/2017 |
000100049017000001 |
|
Q3 2016
|
201 |
300,356 |
AAPL, JNJ, BLK, DIS
|
13F-HR
|
11/4/2016 |
000100049016000008 |
|
Q2 2016
|
190 |
262,811 |
AAPL, JNJ, BLK, DIS
|
13F-HR
|
8/12/2016 |
000100049016000007 |
|
Q1 2016
|
187 |
228,842 |
AAPL, BLK, JNJ, HD
|
13F-HR
|
5/12/2016 |
000100049016000006 |
|
Q4 2015
|
170 |
207,001 |
AAPL, BLK, HD, JNJ
|
13F-HR
|
2/10/2016 |
000100049016000005 |
|
Q3 2015
|
151 |
176,425 |
AAPL, VBR, HD, BLK
|
13F-HR
|
11/9/2015 |
000100049015000004 |
|
Q2 2015
|
149 |
178,899 |
AAPL, UTX, VBR, BLK
|
13F-HR
|
8/4/2015 |
000100049015000003 |
|
Q1 2015
|
143 |
168,691 |
AAPL, UTX, XOM, BLK
|
13F-HR
|
4/29/2015 |
000100049015000002 |
|
Q4 2014
|
144 |
159,895 |
AAPL, UTX, XOM, JNJ
|
13F-HR
|
2/13/2015 |
000100049015000001 |
|
Q3 2014
|
137 |
149,403 |
AAPL, XOM, JNJ, UTX
|
13F-HR
|
11/7/2014 |
000100049014000005 |
|
Q2 2014
|
137 |
144,813 |
AAPL, XOM, UTX, CVX
|
13F-HR
|
8/8/2014 |
000100049014000004 |
|
Q1 2014
|
140 |
140,946 |
AAPL, XOM, UTX, JNJ
|
13F-HR
|
5/13/2014 |
000100049014000003 |
|
Q4 2013
|
130 |
125,898 |
AAPL, XOM, UTX, CVX
|
13F-HR
|
2/11/2014 |
000100049014000002 |