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Rockefeller Capital Management L.P.: PFXF position timeline

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

Rockefeller Capital Management L.P. held 149,059 PFXF 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 149,059 shares
    Change vs previous 13F -7,181 shares

    <0.01% of the 13F portfolio, value $2,659,218.

    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 156,240 shares
    Change vs previous 13F -1,441 shares

    <0.01% of the 13F portfolio, value $2,740,453.

    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 157,681 shares
    Change vs previous 13F +88,771 shares

    0.01% of the 13F portfolio, value $2,784,657.

    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 68,910 shares
    Change vs previous 13F +970 shares

    <0.01% of the 13F portfolio, value $1,224,531.

    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 67,940 shares
    Change vs previous 13F +6,934 shares

    <0.01% of the 13F portfolio, value $1,163,143.

    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 61,006 shares
    Change vs previous 13F -173 shares

    <0.01% of the 13F portfolio, value $1,022,472.

    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 61,179 shares
    Change vs previous 13F +5,419 shares

    <0.01% of the 13F portfolio, value $1,055,354.

    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 55,760 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,018,180.

    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).