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Disclosery

Phoenix Financial Ltd.: XLU position timeline

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

Phoenix Financial Ltd. held 2,930,565 XLU 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 2,930,565 shares
    Change vs previous 13F +2,243,931 shares

    0.91% of the 13F portfolio, value $132,871,308.

    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 686,634 shares
    Change vs previous 13F -80,978 shares

    0.3% of the 13F portfolio, value $31,509,157.

    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 767,612 shares
    Change vs previous 13F +425,229 shares

    0.36% of the 13F portfolio, value $32,768,954.

    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 342,383 shares
    Change vs previous 13F -213,205 shares

    0.36% of the 13F portfolio, value $29,859,221.

    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 555,588 shares
    Change vs previous 13F +502,440 shares

    0.6% of the 13F portfolio, value $45,369,106.

    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 53,148 shares
    Change vs previous 13F -282,090 shares

    0.06% of the 13F portfolio, value $4,190,516.

    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 335,238 shares
    Change vs previous 13F -1,125 shares

    0.35% of the 13F portfolio, value $25,374,010.

    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 336,363 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $27,171,174.

    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).