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Harel Insurance Investments & Financial Services Ltd.: XLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Harel Insurance Investments & Financial Services Ltd. on XLE, newest first. How the timeline and the estimate are built.

Harel Insurance Investments & Financial Services Ltd. held 125,837 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 125,837 shares
    Change vs previous 13F -14,949 shares

    0.03% of the 13F portfolio, value $6,678,000.

    13F-HR 0001178913-26-003625 filed by Harel Insurance Investments & Financial Services Ltd.
    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 140,786 shares
    Change vs previous 13F -166,374 shares

    0.06% of the 13F portfolio, value $8,330,000.

    13F-HR 0001178913-26-002381 filed by Harel Insurance Investments & Financial Services Ltd.
    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 307,160 shares
    Change vs previous 13F -1,883,335 shares

    0.12% of the 13F portfolio, value $13,955,000.

    13F-HR 0001178913-26-000282 filed by Harel Insurance Investments & Financial Services Ltd.
    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 2,190,495 shares
    Change vs previous 13F +27,803 shares

    1.75% of the 13F portfolio, value $194,823,000.

    13F-HR 0001178913-25-003589 filed by Harel Insurance Investments & Financial Services Ltd.
    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 2,162,692 shares
    Change vs previous 13F -2,060 shares

    2.1% of the 13F portfolio, value $183,382,000.

    13F-HR 0001178913-25-002623 filed by Harel Insurance Investments & Financial Services Ltd.
    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 2,164,752 shares
    Change vs previous 13F -130 shares

    2.65% of the 13F portfolio, value $202,245,000.

    13F-HR 0001178913-25-001489 filed by Harel Insurance Investments & Financial Services Ltd.
    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 2,164,882 shares
    Change vs previous 13F -634 shares

    3.04% of the 13F portfolio, value $185,399,000.

    13F-HR 0001178913-25-000185 filed by Harel Insurance Investments & Financial Services Ltd.
    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 2,165,516 shares
    Change vs previous 13F not available

    3.28% of the 13F portfolio, value $190,080,000.

    13F-HR 0001178913-24-003279 filed by Harel Insurance Investments & Financial Services Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).