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Rockefeller Capital Management L.P.: PHYS position timeline

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

Rockefeller Capital Management L.P. held 112,587 PHYS 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 112,587 shares
    Change vs previous 13F -15,133 shares

    0.01% of the 13F portfolio, value $3,396,750.

    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 127,720 shares
    Change vs previous 13F -18,680 shares

    0.01% of the 13F portfolio, value $4,526,397.

    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 146,400 shares
    Change vs previous 13F -4,651 shares

    0.01% of the 13F portfolio, value $4,834,128.

    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 151,051 shares
    Change vs previous 13F +16,093 shares

    0.01% of the 13F portfolio, value $4,474,131.

    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 134,958 shares
    Change vs previous 13F -870 shares

    0.01% of the 13F portfolio, value $3,421,185.

    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 135,828 shares
    Change vs previous 13F -850 shares

    0.01% of the 13F portfolio, value $3,268,022.

    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 136,678 shares
    Change vs previous 13F -10,837 shares

    0.01% of the 13F portfolio, value $2,752,695.

    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 147,515 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,006,356.

    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).