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MENORA MIVTACHIM HOLDINGS LTD.: XLU position timeline

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

MENORA MIVTACHIM HOLDINGS LTD. held 5,395,188 XLU shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,395,188 shares
    Change vs previous 13F 0 shares

    0.95% of the 13F portfolio, value $244,617,824.

    13F-HR 0001178913-26-004102 filed by MENORA MIVTACHIM HOLDINGS 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 5,395,188 shares
    Change vs previous 13F 0 shares

    1.17% of the 13F portfolio, value $247,585,177.

    13F-HR 0001178913-26-002684 filed by MENORA MIVTACHIM HOLDINGS 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 5,395,188 shares
    Change vs previous 13F +2,192,994 shares

    1.08% of the 13F portfolio, value $230,320,576.

    13F-HR 0001178913-26-000445 filed by MENORA MIVTACHIM HOLDINGS 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 3,202,194 shares
    Change vs previous 13F +14,000 shares

    1.42% of the 13F portfolio, value $279,263,339.

    13F-HR 0001178913-25-003823 filed by MENORA MIVTACHIM HOLDINGS 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 3,188,194 shares
    Change vs previous 13F +425,000 shares

    1.5% of the 13F portfolio, value $260,347,922.

    13F-HR 0001178913-25-002913 filed by MENORA MIVTACHIM HOLDINGS 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 2,763,194 shares
    Change vs previous 13F -1,154,600 shares

    1.42% of the 13F portfolio, value $217,877,847.

    13F-HR 0001178913-25-001752 filed by MENORA MIVTACHIM HOLDINGS 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 3,917,794 shares
    Change vs previous 13F -136,428 shares

    1.86% of the 13F portfolio, value $296,537,828.

    13F-HR 0001178913-25-000475 filed by MENORA MIVTACHIM HOLDINGS 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 4,054,222 shares
    Change vs previous 13F not available

    2.06% of the 13F portfolio, value $327,500,053.

    13F-HR 0001178913-24-003703 filed by MENORA MIVTACHIM HOLDINGS LTD.
    Filed (acceptance time not in the bulk data set), ingested

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