Bailard, Inc.
- SEC CIK
- 0000750641
- Latest filing
- Jul 30, 2026
UVSP holding history
Univest Financial Corp in every 13F filed by Bailard, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
UVSP overviewAll 13F holders of UVSPFull Q2 2026 holdings
- Shares (Q3 2025)
- 0
- Sold out in Q3 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 6
- Since Q3 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2025 | 0 | $0 | 0.0% | −8,000−100.0% | Sold out | Holders |
| Q2 2025 | 8,000 | $240.3K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2025 | 8,000 | $226.9K | <0.1% | −13,132−62.1% | Reduced | Holders |
| Q4 2024 | 21,132 | $623.6K | <0.1% | +332+1.6% | Added | Holders |
| Q3 2024 | 20,800 | $585.3K | <0.1% | +20,800 | New | Holders |
| Q1 2024 | 0 | $0 | 0.0% | −33,400−100.0% | Sold out | Holders |
| Q4 2023 | 33,400 | $735.8K | <0.1% | +22,400+203.6% | Added | Holders |
| Q3 2023 | 11,000 | $191.2K | <0.1% | +11,000 | New | Holders |