Skip to content
Disclosery

Phoenix Financial Ltd.: AXP position timeline

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

Phoenix Financial Ltd. held 1,030 AXP 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 1,030 shares
    Change vs previous 13F -1,122 shares

    <0.01% of the 13F portfolio, value $347,356.

    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 2,152 shares
    Change vs previous 13F -906 shares

    0.01% of the 13F portfolio, value $650,484.

    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 3,058 shares
    Change vs previous 13F +1,167 shares

    0.01% of the 13F portfolio, value $1,131,307.

    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 1,891 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $628,495.

    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 1,891 shares
    Change vs previous 13F +1,039 shares

    0.01% of the 13F portfolio, value $602,565.

    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 852 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $230,365.

    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).