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Disclosery

Phoenix Financial Ltd.: AVGO position timeline

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

Phoenix Financial Ltd. held 646,023 AVGO 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 646,023 shares
    Change vs previous 13F +263,675 shares

    1.67% of the 13F portfolio, value $243,960,958.

    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 382,348 shares
    Change vs previous 13F +128,978 shares

    1.12% of the 13F portfolio, value $118,325,507.

    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 253,370 shares
    Change vs previous 13F +83,725 shares

    0.89% of the 13F portfolio, value $82,043,048.

    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 169,645 shares
    Change vs previous 13F -41,480 shares

    0.64% of the 13F portfolio, value $52,507,259.

    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 211,125 shares
    Change vs previous 13F +50,576 shares

    0.76% of the 13F portfolio, value $57,546,222.

    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 160,549 shares
    Change vs previous 13F -41,259 shares

    0.41% of the 13F portfolio, value $26,931,228.

    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 201,808 shares
    Change vs previous 13F -7,823 shares

    0.64% of the 13F portfolio, value $46,790,963.

    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 209,631 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $36,192,450.

    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).