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Disclosery

Phoenix Financial Ltd.: XHB position timeline

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

Phoenix Financial Ltd. held 3,016 XHB 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 3,016 shares
    Change vs previous 13F -11,293 shares

    <0.01% of the 13F portfolio, value $348,529.

    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 14,309 shares
    Change vs previous 13F -28,271 shares

    0.01% of the 13F portfolio, value $1,412,585.

    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 42,580 shares
    Change vs previous 13F -385 shares

    0.05% of the 13F portfolio, value $4,384,037.

    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 42,965 shares
    Change vs previous 13F -1,704 shares

    0.06% of the 13F portfolio, value $4,760,522.

    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 44,669 shares
    Change vs previous 13F -1,663 shares

    0.06% of the 13F portfolio, value $4,402,779.

    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 46,332 shares
    Change vs previous 13F +3,600 shares

    0.07% of the 13F portfolio, value $4,489,329.

    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 42,732 shares
    Change vs previous 13F -310 shares

    0.06% of the 13F portfolio, value $4,465,288.

    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 43,042 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $5,360,971.

    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).