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Disclosery

Phoenix Financial Ltd.: MA position timeline

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

Phoenix Financial Ltd. held 71,325 MA 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 71,325 shares
    Change vs previous 13F +19,093 shares

    0.25% of the 13F portfolio, value $36,573,636.

    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 52,232 shares
    Change vs previous 13F +2,259 shares

    0.25% of the 13F portfolio, value $26,092,248.

    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 49,973 shares
    Change vs previous 13F +393 shares

    0.31% of the 13F portfolio, value $28,519,888.

    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 49,580 shares
    Change vs previous 13F +5,009 shares

    0.34% of the 13F portfolio, value $28,206,593.

    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 44,571 shares
    Change vs previous 13F +3,411 shares

    0.33% of the 13F portfolio, value $24,999,384.

    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 41,160 shares
    Change vs previous 13F -17,577 shares

    0.35% of the 13F portfolio, value $22,597,235.

    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 58,737 shares
    Change vs previous 13F -1,483 shares

    0.42% of the 13F portfolio, value $30,931,710.

    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 60,220 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $29,752,569.

    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).