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Livermore
Livermore
ZHEN

Bernardo Wealth Planning LLC

SEC CIK
0001765595
Latest filing
Jul 27, 2026

UVSP holding history

Univest Financial Corp in every 13F filed by Bernardo Wealth Planning LLC, 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 (Q2 2026)
24,271
Value
$1.06M
% of portfolio
0.2%
Quarters held
21
Since Q1 2021
Holdings of UVSP by Bernardo Wealth Planning LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202624,271$1.06M0.2%+710+3.0%AddedHolders
Q1 202623,561$807.2K0.2%+49+0.2%AddedHolders
Q4 202523,512$769.8K0.1%−660−2.7%ReducedHolders
Q3 202524,172$725.6K0.1%+3,484+16.8%AddedHolders
Q2 202520,688$621.0K0.1%+8,755+73.4%AddedHolders
Q1 202511,933$338.0K0.1%+30.0%AddedHolders
Q4 202411,930$330.0K0.1%−997−7.7%ReducedHolders
Q3 202412,927$370.0K0.1%+30.0%AddedHolders
Q2 202412,924$295.1K0.1%+431+3.4%AddedHolders
Q1 202412,493$260.1K0.1%+12,493NewHolders
Q4 20230$00.0%−10,085−100.0%Sold outHolders
Q3 202310,085$175.3K0.1%−964−8.7%ReducedHolders
Q2 202311,049$199.8K0.1%−2,731−19.8%ReducedHolders
Q1 202313,780$327.2K0.1%+12+0.1%AddedHolders
Q4 202213,768$359.8K0.2%+12+0.1%AddedHolders
Q3 202213,756$361.0K0.2%−360−2.6%ReducedHolders
Q2 202214,116$359.0K0.2%+16+0.1%AddedHolders
Q1 202214,100$377.0K0.2%+988+7.5%AddedHolders
Q4 202113,112$392.0K0.2%+2,313+21.4%AddedHolders
Q3 202110,799$295.0K0.2%+167+1.6%AddedHolders
Q2 202110,632$280.0K0.2%+10.0%AddedHolders
Q1 202110,631$303.0K0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.