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Rockefeller Capital Management L.P.: AGG position timeline

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

Rockefeller Capital Management L.P. held 542,186 AGG 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 542,186 shares
    Change vs previous 13F +73,568 shares

    0.08% of the 13F portfolio, value $53,665,764.

    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 468,618 shares
    Change vs previous 13F +62,770 shares

    0.08% of the 13F portfolio, value $46,519,833.

    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 405,848 shares
    Change vs previous 13F +160,242 shares

    0.07% of the 13F portfolio, value $40,536,172.

    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 245,606 shares
    Change vs previous 13F +21,950 shares

    0.05% of the 13F portfolio, value $24,622,087.

    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 223,656 shares
    Change vs previous 13F -38,510 shares

    0.05% of the 13F portfolio, value $23,148,991.

    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 262,166 shares
    Change vs previous 13F -140,291 shares

    0.06% of the 13F portfolio, value $25,933,573.

    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 402,457 shares
    Change vs previous 13F +233,775 shares

    0.1% of the 13F portfolio, value $38,998,182.

    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 168,682 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $17,082,490.

    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).