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Rockefeller Capital Management L.P.: PH position timeline

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

Rockefeller Capital Management L.P. held 194,814 PH 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 194,814 shares
    Change vs previous 13F -7,171 shares

    0.29% of the 13F portfolio, value $190,552,881.

    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 201,985 shares
    Change vs previous 13F +7,579 shares

    0.32% of the 13F portfolio, value $180,825,475.

    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 194,406 shares
    Change vs previous 13F +31,870 shares

    0.31% of the 13F portfolio, value $170,875,761.

    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 162,536 shares
    Change vs previous 13F +5,577 shares

    0.24% of the 13F portfolio, value $123,227,356.

    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 156,959 shares
    Change vs previous 13F +33,393 shares

    0.24% of the 13F portfolio, value $109,631,343.

    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 123,566 shares
    Change vs previous 13F +15,243 shares

    0.19% of the 13F portfolio, value $75,110,324.

    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 108,323 shares
    Change vs previous 13F +6,447 shares

    0.18% of the 13F portfolio, value $68,890,704.

    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 101,876 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $64,360,965.

    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).