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Phoenix Financial Ltd.: ACWI position timeline

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

Phoenix Financial Ltd. held 1,512,202 ACWI 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 1,512,202 shares
    Change vs previous 13F +114,949 shares

    1.62% of the 13F portfolio, value $237,370,348.

    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 1,397,253 shares
    Change vs previous 13F -4,085 shares

    1.83% of the 13F portfolio, value $193,337,897.

    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 1,401,338 shares
    Change vs previous 13F -1,846,637 shares

    2.15% of the 13F portfolio, value $198,275,314.

    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 3,247,975 shares
    Change vs previous 13F +955,464 shares

    5.47% of the 13F portfolio, value $449,120,288.

    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 2,292,511 shares
    Change vs previous 13F +2,289,391 shares

    3.89% of the 13F portfolio, value $294,816,915.

    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 3,120 shares
    Change vs previous 13F -311 shares

    0.01% of the 13F portfolio, value $363,136.

    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 3,431 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $403,142.

    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 3,431 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $410,176.

    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).