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Disclosery

Phoenix Financial Ltd.: XLV position timeline

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

Phoenix Financial Ltd. held 1,004,740 XLV 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 1,004,740 shares
    Change vs previous 13F -524,837 shares

    1.09% of the 13F portfolio, value $159,410,798.

    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 1,529,577 shares
    Change vs previous 13F +348,238 shares

    2.13% of the 13F portfolio, value $224,250,220.

    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 1,181,339 shares
    Change vs previous 13F +215,015 shares

    1.98% of the 13F portfolio, value $182,870,174.

    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 966,324 shares
    Change vs previous 13F -437 shares

    1.64% of the 13F portfolio, value $134,482,091.

    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 966,761 shares
    Change vs previous 13F -396,925 shares

    1.72% of the 13F portfolio, value $130,307,805.

    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 1,363,686 shares
    Change vs previous 13F +70,277 shares

    3.05% of the 13F portfolio, value $199,109,499.

    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 1,293,409 shares
    Change vs previous 13F -397,371 shares

    2.43% of the 13F portfolio, value $177,932,101.

    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 1,690,780 shares
    Change vs previous 13F not available

    3.85% of the 13F portfolio, value $260,411,288.

    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).