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Disclosery

Phoenix Financial Ltd.: WM position timeline

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

Phoenix Financial Ltd. held 4,739 WM 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 4,739 shares
    Change vs previous 13F +590 shares

    0.01% of the 13F portfolio, value $1,055,812.

    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 4,149 shares
    Change vs previous 13F +667 shares

    0.01% of the 13F portfolio, value $953,299.

    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 3,482 shares
    Change vs previous 13F +1,053 shares

    0.01% of the 13F portfolio, value $764,909.

    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 2,429 shares
    Change vs previous 13F -2,228 shares

    0.01% of the 13F portfolio, value $536,396.

    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 4,657 shares
    Change vs previous 13F +2,858 shares

    0.01% of the 13F portfolio, value $1,064,958.

    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 1,799 shares
    Change vs previous 13F +143 shares

    0.01% of the 13F portfolio, value $416,888.

    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 1,656 shares
    Change vs previous 13F +170 shares

    <0.01% of the 13F portfolio, value $334,181.

    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 1,486 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $308,718.

    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).