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Disclosery

Phoenix Financial Ltd.: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Phoenix Financial Ltd. on AAPL, newest first. How the timeline and the estimate are built.

Phoenix Financial Ltd. held 695,043 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 695,043 shares
    Change vs previous 13F -82,301 shares

    1.37% of the 13F portfolio, value $201,143,865.

    13F-HR 0001178913-26-004030 filed by Phoenix Financial 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 777,344 shares
    Change vs previous 13F -72,884 shares

    1.87% of the 13F portfolio, value $197,328,289.

    13F-HR 0001178913-26-002511 filed by Phoenix Financial 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 850,228 shares
    Change vs previous 13F -478 shares

    2.45% of the 13F portfolio, value $225,924,418.

    13F-HR 0001178913-26-000305 filed by Phoenix Financial 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/A 850,706 shares
    Change vs previous 13F +167,247 shares

    2.64% of the 13F portfolio, value $216,673,537.

    13F-HR/A 0001178913-25-003791 filed by Phoenix Financial 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 683,459 shares
    Change vs previous 13F +51,804 shares

    2.23% of the 13F portfolio, value $168,965,512.

    13F-HR 0001178913-25-002533 filed by Phoenix Financial 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 631,655 shares
    Change vs previous 13F +70,669 shares

    2.15% of the 13F portfolio, value $140,461,128.

    13F-HR 0001178913-25-001625 filed by Phoenix Financial 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 560,986 shares
    Change vs previous 13F +30,045 shares

    1.92% of the 13F portfolio, value $140,486,714.

    13F-HR 0001178913-25-000450 filed by Phoenix Financial 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 530,941 shares
    Change vs previous 13F not available

    1.83% of the 13F portfolio, value $123,767,743.

    13F-HR 0001178913-24-003477 filed by Phoenix Financial Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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