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Disclosery

Phoenix Financial Ltd.: JCI position timeline

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

Phoenix Financial Ltd. held 17,940 JCI 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 17,940 shares
    Change vs previous 13F -793 shares

    0.02% of the 13F portfolio, value $2,623,300.

    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 18,733 shares
    Change vs previous 13F -2,025 shares

    0.02% of the 13F portfolio, value $2,601,547.

    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 20,758 shares
    Change vs previous 13F -268 shares

    0.01% of the 13F portfolio, value $621,256.

    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 21,026 shares
    Change vs previous 13F -4,343 shares

    0.01% of the 13F portfolio, value $486,582.

    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 25,369 shares
    Change vs previous 13F -142,670 shares

    0.04% of the 13F portfolio, value $2,680,837.

    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 168,039 shares
    Change vs previous 13F -1,087,602 shares

    0.21% of the 13F portfolio, value $13,573,808.

    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 1,255,641 shares
    Change vs previous 13F -2,056 shares

    1.36% of the 13F portfolio, value $99,447,696.

    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 1,257,697 shares
    Change vs previous 13F not available

    1.45% of the 13F portfolio, value $97,955,148.

    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).