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MEITAV INVESTMENT HOUSE LTD: XLU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MEITAV INVESTMENT HOUSE LTD on XLU, newest first. How the timeline and the estimate are built.

MEITAV INVESTMENT HOUSE LTD held 3,442,907 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,442,907 shares
    Change vs previous 13F -9,670 shares

    1.05% of the 13F portfolio, value $156,101,378.

    13F-HR 0001178913-26-003532 filed by MEITAV INVESTMENT HOUSE 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 3,452,577 shares
    Change vs previous 13F +871,665 shares

    1.74% of the 13F portfolio, value $158,438,759.

    13F-HR 0001178913-26-002286 filed by MEITAV INVESTMENT HOUSE 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 2,580,912 shares
    Change vs previous 13F +1,338,303 shares

    1.27% of the 13F portfolio, value $110,178,935.

    13F-HR 0001178913-26-000385 filed by MEITAV INVESTMENT HOUSE 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 1,242,609 shares
    Change vs previous 13F -76,825 shares

    1.43% of the 13F portfolio, value $108,170,050.

    13F-HR 0001178913-25-003581 filed by MEITAV INVESTMENT HOUSE 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 1,319,434 shares
    Change vs previous 13F +97,816 shares

    1.45% of the 13F portfolio, value $107,785,447.

    13F-HR 0001178913-25-002449 filed by MEITAV INVESTMENT HOUSE 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 1,221,618 shares
    Change vs previous 13F -16,723 shares

    1.77% of the 13F portfolio, value $96,289,182.

    13F-HR 0001178913-25-001704 filed by MEITAV INVESTMENT HOUSE 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 1,238,341 shares
    Change vs previous 13F -310,517 shares

    1.58% of the 13F portfolio, value $93,678,084.

    13F-HR 0001178913-25-000282 filed by MEITAV INVESTMENT HOUSE 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 1,548,858 shares
    Change vs previous 13F not available

    2.1% of the 13F portfolio, value $125,076,143.

    13F-HR 0001178913-24-003381 filed by MEITAV INVESTMENT HOUSE LTD
    Filed (acceptance time not in the bulk data set), ingested

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