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Rockefeller Capital Management L.P.: HLIO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Rockefeller Capital Management L.P. on HLIO, newest first. How the timeline and the estimate are built.

Rockefeller Capital Management L.P. held 201,486 HLIO shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 201,486 shares
    Change vs previous 13F -36,399 shares

    0.03% of the 13F portfolio, value $17,982,758.

    13F-HR 0001739439-26-000006 filed by Rockefeller Capital Management L.P.
    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 237,885 shares
    Change vs previous 13F -56,263 shares

    0.03% of the 13F portfolio, value $15,393,582.

    13F-HR 0001739439-26-000005 filed by Rockefeller Capital Management L.P.
    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/A 294,148 shares
    Change vs previous 13F -268,430 shares

    0.03% of the 13F portfolio, value $15,733,976.

    13F-HR/A 0001739439-26-000003 filed by Rockefeller Capital Management L.P.
    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 562,578 shares
    Change vs previous 13F -1,815 shares

    0.06% of the 13F portfolio, value $29,327,191.

    13F-HR 0001739439-25-000031 filed by Rockefeller Capital Management L.P.
    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/A 564,393 shares
    Change vs previous 13F +140,354 shares

    0.04% of the 13F portfolio, value $18,833,812.

    13F-HR/A 0001739439-25-000022 filed by Rockefeller Capital Management L.P.
    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 424,039 shares
    Change vs previous 13F +174,301 shares

    0.03% of the 13F portfolio, value $13,607,429.

    13F-HR 0001739439-25-000008 filed by Rockefeller Capital Management L.P.
    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 249,738 shares
    Change vs previous 13F +195,779 shares

    0.03% of the 13F portfolio, value $11,148,308.

    13F-HR 0001739439-25-000002 filed by Rockefeller Capital Management L.P.
    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 53,959 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,573,862.

    13F-HR 0001739439-24-000023 filed by Rockefeller Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).