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Disclosery

Phoenix Financial Ltd.: IWP position timeline

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

Phoenix Financial Ltd. held 1,908 IWP 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 1,908 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $279,304.

    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 1,908 shares
    Change vs previous 13F -45,654 shares

    <0.01% of the 13F portfolio, value $244,415.

    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 47,562 shares
    Change vs previous 13F -264 shares

    0.07% of the 13F portfolio, value $6,513,086.

    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 47,826 shares
    Change vs previous 13F -16,302 shares

    0.08% of the 13F portfolio, value $6,810,578.

    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 64,128 shares
    Change vs previous 13F +3,757 shares

    0.12% of the 13F portfolio, value $8,892,514.

    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 60,371 shares
    Change vs previous 13F -21,401 shares

    0.11% of the 13F portfolio, value $7,092,253.

    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 81,772 shares
    Change vs previous 13F -36,798 shares

    0.14% of the 13F portfolio, value $10,364,064.

    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 118,570 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $13,906,335.

    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).