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Rockefeller Capital Management L.P.: PHO position timeline

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

Rockefeller Capital Management L.P. held 26,991 PHO 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 26,991 shares
    Change vs previous 13F -2,658 shares

    <0.01% of the 13F portfolio, value $1,864,601.

    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 29,649 shares
    Change vs previous 13F +1,427 shares

    <0.01% of the 13F portfolio, value $1,982,360.

    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 28,222 shares
    Change vs previous 13F +2,591 shares

    <0.01% of the 13F portfolio, value $1,987,115.

    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 25,631 shares
    Change vs previous 13F +4,869 shares

    <0.01% of the 13F portfolio, value $1,848,318.

    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 20,762 shares
    Change vs previous 13F -572 shares

    <0.01% of the 13F portfolio, value $1,451,529.

    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 21,334 shares
    Change vs previous 13F +1,427 shares

    <0.01% of the 13F portfolio, value $1,376,518.

    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 19,907 shares
    Change vs previous 13F +973 shares

    <0.01% of the 13F portfolio, value $1,309,718.

    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 18,934 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,335,616.

    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).