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Rockefeller Capital Management L.P.: XCHYX position timeline

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

Rockefeller Capital Management L.P. held 64,227 XCHYX 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 64,227 shares
    Change vs previous 13F -9,907 shares

    <0.01% of the 13F portfolio, value $874,772.

    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 74,134 shares
    Change vs previous 13F -1,421 shares

    <0.01% of the 13F portfolio, value $807,321.

    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 75,555 shares
    Change vs previous 13F -25,836 shares

    <0.01% of the 13F portfolio, value $854,534.

    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 101,391 shares
    Change vs previous 13F +1,850 shares

    <0.01% of the 13F portfolio, value $1,137,617.

    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 99,541 shares
    Change vs previous 13F +20,909 shares

    <0.01% of the 13F portfolio, value $1,093,966.

    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 78,632 shares
    Change vs previous 13F +2,414 shares

    <0.01% of the 13F portfolio, value $794,192.

    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 76,218 shares
    Change vs previous 13F -1,676 shares

    <0.01% of the 13F portfolio, value $925,288.

    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 77,894 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $929,286.

    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).