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Disclosery

Phoenix Financial Ltd.: SPY position timeline

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

Phoenix Financial Ltd. held 165,032 SPY 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 165,032 shares
    Change vs previous 13F +72,702 shares

    0.84% of the 13F portfolio, value $123,333,347.

    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 92,330 shares
    Change vs previous 13F +1,134 shares

    0.57% of the 13F portfolio, value $60,133,968.

    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 91,196 shares
    Change vs previous 13F -859 shares

    0.68% of the 13F portfolio, value $62,286,151.

    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 92,055 shares
    Change vs previous 13F +39 shares

    0.75% of the 13F portfolio, value $61,412,689.

    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 92,016 shares
    Change vs previous 13F +71,428 shares

    0.75% of the 13F portfolio, value $56,938,493.

    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 20,588 shares
    Change vs previous 13F -1,365 shares

    0.18% of the 13F portfolio, value $11,509,037.

    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 21,953 shares
    Change vs previous 13F +1,511 shares

    0.18% of the 13F portfolio, value $12,862,170.

    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 20,442 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $11,717,224.

    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).