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Disclosery

Phoenix Financial Ltd.: PM position timeline

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

Phoenix Financial Ltd. held 16,028 PM 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 16,028 shares
    Change vs previous 13F -8,599 shares

    0.02% of the 13F portfolio, value $2,914,707.

    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 24,627 shares
    Change vs previous 13F -12,820 shares

    0.04% of the 13F portfolio, value $4,137,609.

    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 37,447 shares
    Change vs previous 13F +5,118 shares

    0.07% of the 13F portfolio, value $6,013,653.

    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 32,329 shares
    Change vs previous 13F +18,810 shares

    0.06% of the 13F portfolio, value $5,244,356.

    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 13,519 shares
    Change vs previous 13F -6,259 shares

    0.03% of the 13F portfolio, value $2,468,184.

    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 19,778 shares
    Change vs previous 13F +758 shares

    0.05% of the 13F portfolio, value $3,150,534.

    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 19,020 shares
    Change vs previous 13F +3,437 shares

    0.03% of the 13F portfolio, value $2,289,565.

    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 15,583 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,897,960.

    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).