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Disclosery

Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management): XLU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) on XLU, newest first. How the timeline and the estimate are built.

Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) held 562,000 XLU shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 562,000 shares
    Change vs previous 13F 0 shares

    3.36% of the 13F portfolio, value $25,481,080.

    13F-HR 0001178913-26-003895 filed by Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
    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 562,000 shares
    Change vs previous 13F +320,000 shares

    3.27% of the 13F portfolio, value $25,790,180.

    13F-HR 0001178913-26-002599 filed by Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
    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 242,000 shares
    Change vs previous 13F +121,000 shares

    1.43% of the 13F portfolio, value $10,330,980.

    13F-HR 0001178913-26-000250 filed by Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
    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 121,000 shares
    Change vs previous 13F +59,000 shares

    1.54% of the 13F portfolio, value $10,552,410.

    13F-HR 0001178913-25-003690 filed by Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
    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 62,000 shares
    Change vs previous 13F +62,000 shares

    0.78% of the 13F portfolio, value $5,062,000.

    13F-HR 0001178913-25-002712 filed by Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -2,600 shares

    13F-HR 0001178913-25-000166 filed by Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-09-30
    13F 2,600 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $210,000.

    13F-HR 0001178913-24-003434 filed by Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
    Filed (acceptance time not in the bulk data set), ingested

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