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Disclosery

Phoenix Financial Ltd.: WTRG position timeline

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

Phoenix Financial Ltd. held 0 WTRG shares at 2026-03-31 per its 13F-HR filed 2026-05-11.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -6,059 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 6,059 shares
    Change vs previous 13F -392 shares

    <0.01% of the 13F portfolio, value $232,219.

    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).

  3. period ended2025-09-30
    13F/A 6,451 shares
    Change vs previous 13F -1,407 shares

    <0.01% of the 13F portfolio, value $257,551.

    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).

  4. period ended2025-06-30
    13F 7,858 shares
    Change vs previous 13F -568 shares

    <0.01% of the 13F portfolio, value $291,543.

    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).

  5. period ended2025-03-31
    13F 8,426 shares
    Change vs previous 13F -43,496 shares

    0.01% of the 13F portfolio, value $334,728.

    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).

  6. period ended2024-12-31
    13F 51,922 shares
    Change vs previous 13F -5,952 shares

    0.03% of the 13F portfolio, value $1,886,117.

    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).

  7. period ended2024-09-30
    13F 57,874 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,237,014.

    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).