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Disclosery

Phoenix Financial Ltd.: WMT position timeline

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

Phoenix Financial Ltd. held 57,366 WMT 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 57,366 shares
    Change vs previous 13F -40,227 shares

    0.04% of the 13F portfolio, value $6,495,312.

    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 97,593 shares
    Change vs previous 13F -36,979 shares

    0.12% of the 13F portfolio, value $12,157,705.

    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 134,572 shares
    Change vs previous 13F -39,228 shares

    0.16% of the 13F portfolio, value $15,011,878.

    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 173,800 shares
    Change vs previous 13F -43,038 shares

    0.22% of the 13F portfolio, value $17,912,936.

    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 216,838 shares
    Change vs previous 13F +1,105 shares

    0.28% of the 13F portfolio, value $21,198,942.

    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 215,733 shares
    Change vs previous 13F -32,200 shares

    0.29% of the 13F portfolio, value $18,989,426.

    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 247,933 shares
    Change vs previous 13F -47,835 shares

    0.31% of the 13F portfolio, value $22,433,736.

    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 295,768 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $23,893,177.

    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).