ROCKEFELLER FINANCIAL SERVICES INC: WFC position timeline

ROCKEFELLER FINANCIAL SERVICES INC held 2,735,626 WFC shares at 2017-12-31 per its 13F-HR filed 2018-02-02.

the latest 13F is the newest step

1. period ended2017-12-31

   13F 2,735,626 shares

   Change vs previous 13F +751,735 shares

   2.62% of the 13F portfolio, value $165,971,000.

   13F-HR 0000869878-18-000009 filed by ROCKEFELLER FINANCIAL SERVICES INC
   Filed 2018-02-02 (acceptance time not in the bulk data set), ingested 2026-10-07 19:06:41 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2017-09-30

   13F 1,983,891 shares

   Change vs previous 13F -19,836 shares

   2.08% of the 13F portfolio, value $109,412,000.

   13F-HR 0000869878-17-000031 filed by ROCKEFELLER FINANCIAL SERVICES INC
   Filed 2017-10-20 (acceptance time not in the bulk data set), ingested 2026-10-07 19:07:28 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2017-06-30

   13F 2,003,727 shares

   Change vs previous 13F -71,418 shares

   2.2% of the 13F portfolio, value $111,027,000.

   13F-HR 0000869878-17-000017 filed by ROCKEFELLER FINANCIAL SERVICES INC
   Filed 2017-07-18 (acceptance time not in the bulk data set), ingested 2026-10-07 19:08:39 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2017-03-31

   13F 2,075,145 shares

   Change vs previous 13F -43,679 shares

   2.31% of the 13F portfolio, value $115,503,000.

   13F-HR 0000869878-17-000008 filed by ROCKEFELLER FINANCIAL SERVICES INC
   Filed 2017-04-28 (acceptance time not in the bulk data set), ingested 2026-10-07 19:09:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2016-12-31

   13F 2,118,824 shares

   Change vs previous 13F +6,714 shares

   2.37% of the 13F portfolio, value $116,768,000.

   13F-HR 0000315123-17-000009 filed by ROCKEFELLER FINANCIAL SERVICES INC
   Filed 2017-01-19 (acceptance time not in the bulk data set), ingested 2026-10-07 19:10:24 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2016-09-30

   13F 2,112,110 shares

   Change vs previous 13F -204,656 shares

   1.95% of the 13F portfolio, value $93,525,000.

   13F-HR 0000315123-16-000074 filed by ROCKEFELLER FINANCIAL SERVICES INC
   Filed 2016-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 19:11:14 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2016-06-30

   13F 2,316,766 shares

   Change vs previous 13F -21,909 shares

   2.19% of the 13F portfolio, value $109,653,000.

   13F-HR 0000315123-16-000065 filed by ROCKEFELLER FINANCIAL SERVICES INC
   Filed 2016-07-20 (acceptance time not in the bulk data set), ingested 2026-10-07 19:12:22 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2016-03-31

   13F 2,338,675 shares

   Change vs previous 13F not available

   2.2% of the 13F portfolio, value $113,098,000.

   13F-HR 0000315123-16-000056 filed by ROCKEFELLER FINANCIAL SERVICES INC
   Filed 2016-04-28 (acceptance time not in the bulk data set), ingested 2026-10-07 19:13:19 UTC

   Acceptance time not in the bulk data set (spec §4.2).