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

Harel Insurance Investments & Financial Services Ltd. held 1,108,494 XLY 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 1,108,494 shares
    Change vs previous 13F -137,851 shares

    0.63% of the 13F portfolio, value $129,995,000.

    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 1,246,345 shares
    Change vs previous 13F -1,234,256 shares

    0.92% of the 13F portfolio, value $135,819,000.

    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 2,480,601 shares
    Change vs previous 13F +1,995,991 shares

    2.57% of the 13F portfolio, value $296,197,000.

    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 484,610 shares
    Change vs previous 13F +3,016 shares

    1.04% of the 13F portfolio, value $116,122,000.

    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 481,594 shares
    Change vs previous 13F +439 shares

    1.2% of the 13F portfolio, value $104,665,000.

    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 481,155 shares
    Change vs previous 13F +414,070 shares

    1.24% of the 13F portfolio, value $95,009,000.

    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 67,085 shares
    Change vs previous 13F -39 shares

    0.25% of the 13F portfolio, value $15,050,000.

    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 67,124 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $13,450,000.

    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).