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Disclosery

Phoenix Financial Ltd.: QQQ position timeline

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

Phoenix Financial Ltd. held 65,042 QQQ 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 65,042 shares
    Change vs previous 13F +51,698 shares

    0.33% of the 13F portfolio, value $47,886,397.

    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 13,344 shares
    Change vs previous 13F +662 shares

    0.07% of the 13F portfolio, value $7,698,714.

    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 12,682 shares
    Change vs previous 13F -137,717 shares

    0.08% of the 13F portfolio, value $7,787,018.

    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 150,399 shares
    Change vs previous 13F +2,440 shares

    1.1% of the 13F portfolio, value $90,360,899.

    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 147,959 shares
    Change vs previous 13F +10,998 shares

    1.08% of the 13F portfolio, value $81,676,429.

    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 136,961 shares
    Change vs previous 13F +36,201 shares

    0.98% of the 13F portfolio, value $64,283,940.

    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 100,760 shares
    Change vs previous 13F +35,912 shares

    0.71% of the 13F portfolio, value $51,893,611.

    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 64,848 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $31,667,048.

    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).