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Disclosery

Phoenix Financial Ltd.: XLI position timeline

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

Phoenix Financial Ltd. held 4,234,423 XLI 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 4,234,423 shares
    Change vs previous 13F +1,413,987 shares

    5.36% of the 13F portfolio, value $784,339,643.

    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 2,820,436 shares
    Change vs previous 13F -1,129,917 shares

    4.33% of the 13F portfolio, value $456,148,202.

    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 3,950,353 shares
    Change vs previous 13F +2,430,047 shares

    6.64% of the 13F portfolio, value $612,777,800.

    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 1,520,306 shares
    Change vs previous 13F -924,069 shares

    2.86% of the 13F portfolio, value $234,475,180.

    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 2,444,375 shares
    Change vs previous 13F +1,126,334 shares

    4.76% of the 13F portfolio, value $360,592,922.

    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 1,318,041 shares
    Change vs previous 13F -405,112 shares

    2.64% of the 13F portfolio, value $172,754,350.

    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 1,723,153 shares
    Change vs previous 13F +1,606,989 shares

    3.1% of the 13F portfolio, value $227,041,756.

    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 116,164 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $15,731,762.

    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).