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Disclosery

Phoenix Financial Ltd.: XLP position timeline

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

Phoenix Financial Ltd. held 450,976 XLP 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 450,976 shares
    Change vs previous 13F -11 shares

    0.26% of the 13F portfolio, value $37,462,576.

    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 450,987 shares
    Change vs previous 13F -45,000 shares

    0.35% of the 13F portfolio, value $36,971,914.

    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 495,987 shares
    Change vs previous 13F -980,035 shares

    0.42% of the 13F portfolio, value $38,528,270.

    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 1,476,022 shares
    Change vs previous 13F +1,234,005 shares

    1.41% of the 13F portfolio, value $115,675,844.

    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 242,017 shares
    Change vs previous 13F +20,303 shares

    0.26% of the 13F portfolio, value $19,595,710.

    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 221,714 shares
    Change vs previous 13F -206,193 shares

    0.28% of the 13F portfolio, value $18,106,969.

    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 427,907 shares
    Change vs previous 13F -1,240,059 shares

    0.46% of the 13F portfolio, value $33,637,455.

    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 1,667,966 shares
    Change vs previous 13F not available

    2.04% of the 13F portfolio, value $138,440,540.

    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).