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Disclosery

Phoenix Financial Ltd.: UPST position timeline

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

Phoenix Financial Ltd. held 12,612 UPST 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 12,612 shares
    Change vs previous 13F +300 shares

    <0.01% of the 13F portfolio, value $445,508.

    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 12,312 shares
    Change vs previous 13F +3,830 shares

    <0.01% of the 13F portfolio, value $315,583.

    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 8,482 shares
    Change vs previous 13F +730 shares

    <0.01% of the 13F portfolio, value $370,592.

    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 7,752 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $394,040.

    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).