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Disclosery

Phoenix Financial Ltd.: APO position timeline

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

Phoenix Financial Ltd. held 0 APO shares at 2026-03-31 per its 13F-HR filed 2026-05-11.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -17,141 shares

    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).

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

  2. period ended2025-12-31
    13F 17,141 shares
    Change vs previous 13F -3,413 shares

    0.03% of the 13F portfolio, value $2,481,331.

    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).

  3. period ended2025-09-30
    13F/A 20,554 shares
    Change vs previous 13F -5,440 shares

    0.03% of the 13F portfolio, value $2,739,232.

    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).

  4. period ended2025-06-30
    13F 25,994 shares
    Change vs previous 13F -3,428 shares

    0.05% of the 13F portfolio, value $3,687,769.

    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).

  5. period ended2025-03-31
    13F 29,422 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,029,049.

    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).