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Disclosery

Phoenix Financial Ltd.: XBI position timeline

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

Phoenix Financial Ltd. held 2,784 XBI 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 2,784 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $440,568.

    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 2,784 shares
    Change vs previous 13F -2,538 shares

    <0.01% of the 13F portfolio, value $355,600.

    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 5,322 shares
    Change vs previous 13F -10,200 shares

    0.01% of the 13F portfolio, value $648,911.

    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 15,522 shares
    Change vs previous 13F +2,714 shares

    0.02% of the 13F portfolio, value $1,555,304.

    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 12,808 shares
    Change vs previous 13F -265,255 shares

    0.01% of the 13F portfolio, value $1,062,167.

    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 278,063 shares
    Change vs previous 13F -304,026 shares

    0.35% of the 13F portfolio, value $22,550,910.

    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 582,089 shares
    Change vs previous 13F -112,600 shares

    0.71% of the 13F portfolio, value $52,422,936.

    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 694,689 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $68,635,273.

    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).