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Rockefeller Capital Management L.P.: APAM position timeline

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

Rockefeller Capital Management L.P. held 28,022 APAM 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 28,022 shares
    Change vs previous 13F -14,391 shares

    <0.01% of the 13F portfolio, value $967,639.

    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 42,413 shares
    Change vs previous 13F -3,796 shares

    <0.01% of the 13F portfolio, value $1,543,453.

    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 46,209 shares
    Change vs previous 13F -18,525 shares

    <0.01% of the 13F portfolio, value $1,882,585.

    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 64,734 shares
    Change vs previous 13F +2,428 shares

    0.01% of the 13F portfolio, value $2,809,520.

    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 62,306 shares
    Change vs previous 13F +4,495 shares

    0.01% of the 13F portfolio, value $2,762,085.

    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 57,811 shares
    Change vs previous 13F +26,152 shares

    0.01% of the 13F portfolio, value $2,260,444.

    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 31,659 shares
    Change vs previous 13F +948 shares

    <0.01% of the 13F portfolio, value $1,363,032.

    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 30,711 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,330,484.

    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).