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Disclosery

Phoenix Financial Ltd.: BRK-B position timeline

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

Phoenix Financial Ltd. held 26,798 BRK-B 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 26,798 shares
    Change vs previous 13F -3,170 shares

    0.09% of the 13F portfolio, value $13,399,011.

    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 29,968 shares
    Change vs previous 13F -8,037 shares

    0.14% of the 13F portfolio, value $14,382,712.

    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 38,005 shares
    Change vs previous 13F -2,087 shares

    0.2% of the 13F portfolio, value $18,374,571.

    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 40,092 shares
    Change vs previous 13F +4,629 shares

    0.24% of the 13F portfolio, value $19,435,074.

    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 35,463 shares
    Change vs previous 13F +5,374 shares

    0.23% of the 13F portfolio, value $17,244,746.

    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 30,089 shares
    Change vs previous 13F -1,921 shares

    0.25% of the 13F portfolio, value $16,044,799.

    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 32,010 shares
    Change vs previous 13F +2,327 shares

    0.2% of the 13F portfolio, value $14,503,832.

    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 29,683 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $13,669,341.

    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).