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Harel Insurance Investments & Financial Services Ltd.: XLU 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 XLU, newest first. How the timeline and the estimate are built.

Harel Insurance Investments & Financial Services Ltd. held 21,505 XLU 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 21,505 shares
    Change vs previous 13F -653,500 shares

    <0.01% of the 13F portfolio, value $970,000.

    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 675,005 shares
    Change vs previous 13F -5,540,690 shares

    0.21% of the 13F portfolio, value $30,971,000.

    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 6,215,695 shares
    Change vs previous 13F +4,474,583 shares

    2.3% of the 13F portfolio, value $265,342,000.

    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 1,741,112 shares
    Change vs previous 13F -585,317 shares

    1.36% of the 13F portfolio, value $151,837,000.

    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 2,326,429 shares
    Change vs previous 13F -3,674 shares

    2.17% of the 13F portfolio, value $189,976,000.

    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 2,330,103 shares
    Change vs previous 13F +340 shares

    2.4% of the 13F portfolio, value $183,729,000.

    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 2,329,763 shares
    Change vs previous 13F -1,720,506 shares

    2.89% of the 13F portfolio, value $176,340,000.

    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 4,050,269 shares
    Change vs previous 13F not available

    5.64% of the 13F portfolio, value $327,181,000.

    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).