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Disclosery

Phoenix Financial Ltd.: UPS position timeline

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

Phoenix Financial Ltd. held 8,414 UPS 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 8,414 shares
    Change vs previous 13F +1,213 shares

    0.01% of the 13F portfolio, value $904,505.

    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 7,201 shares
    Change vs previous 13F +1,290 shares

    0.01% of the 13F portfolio, value $708,434.

    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 5,911 shares
    Change vs previous 13F +1,042 shares

    0.01% of the 13F portfolio, value $586,312.

    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 4,869 shares
    Change vs previous 13F +1,207 shares

    <0.01% of the 13F portfolio, value $406,767.

    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 3,662 shares
    Change vs previous 13F -12,036 shares

    <0.01% of the 13F portfolio, value $369,701.

    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 15,698 shares
    Change vs previous 13F +10,330 shares

    0.03% of the 13F portfolio, value $1,733,589.

    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 5,368 shares
    Change vs previous 13F -868 shares

    0.01% of the 13F portfolio, value $676,968.

    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 6,236 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $851,472.

    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).