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Disclosery

Phoenix Financial Ltd.: TER position timeline

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

Phoenix Financial Ltd. held 5,630 TER 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 5,630 shares
    Change vs previous 13F +803 shares

    0.02% of the 13F portfolio, value $2,717,949.

    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 4,827 shares
    Change vs previous 13F -653 shares

    0.01% of the 13F portfolio, value $1,430,363.

    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 5,480 shares
    Change vs previous 13F +267 shares

    0.01% of the 13F portfolio, value $1,073,734.

    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 5,213 shares
    Change vs previous 13F +1,720 shares

    0.01% of the 13F portfolio, value $717,863.

    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 3,493 shares
    Change vs previous 13F -6,978 shares

    <0.01% of the 13F portfolio, value $313,839.

    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 10,471 shares
    Change vs previous 13F -107,891 shares

    0.01% of the 13F portfolio, value $868,924.

    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 118,362 shares
    Change vs previous 13F +106,943 shares

    0.2% of the 13F portfolio, value $14,904,143.

    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 11,419 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,529,347.

    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).