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Disclosery

Phoenix Financial Ltd.: WELL position timeline

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

Phoenix Financial Ltd. held 7,152 WELL 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 7,152 shares
    Change vs previous 13F -3,188 shares

    0.01% of the 13F portfolio, value $1,623,289.

    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 10,340 shares
    Change vs previous 13F +3,219 shares

    0.02% of the 13F portfolio, value $2,043,834.

    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 7,121 shares
    Change vs previous 13F +1,115 shares

    0.01% of the 13F portfolio, value $1,321,434.

    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 6,006 shares
    Change vs previous 13F -2,541 shares

    0.01% of the 13F portfolio, value $1,070,112.

    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 8,547 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,313,060.

    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).