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Disclosery

Phoenix Financial Ltd.: SHLD position timeline

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

Phoenix Financial Ltd. held 82,629 SHLD 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 82,629 shares
    Change vs previous 13F -10,548 shares

    0.03% of the 13F portfolio, value $4,895,667.

    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 93,177 shares
    Change vs previous 13F -17,237 shares

    0.06% of the 13F portfolio, value $6,600,622.

    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 110,414 shares
    Change vs previous 13F -12,674 shares

    0.08% of the 13F portfolio, value $7,155,639.

    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 123,088 shares
    Change vs previous 13F -16,000 shares

    0.11% of the 13F portfolio, value $8,645,812.

    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 139,088 shares
    Change vs previous 13F +8,530 shares

    0.11% of the 13F portfolio, value $8,381,121.

    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 130,558 shares
    Change vs previous 13F -18,253 shares

    0.09% of the 13F portfolio, value $6,077,549.

    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 148,811 shares
    Change vs previous 13F -3,335 shares

    0.08% of the 13F portfolio, value $5,566,872.

    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 152,146 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $5,663,769.

    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).