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Rockefeller Capital Management L.P.: BOXX position timeline

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

Rockefeller Capital Management L.P. held 695,000 BOXX 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 695,000 shares
    Change vs previous 13F +93,609 shares

    0.12% of the 13F portfolio, value $81,377,550.

    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 601,391 shares
    Change vs previous 13F -4,580 shares

    0.12% of the 13F portfolio, value $69,935,759.

    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 605,971 shares
    Change vs previous 13F +1,219 shares

    0.13% of the 13F portfolio, value $69,747,262.

    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 604,752 shares
    Change vs previous 13F +2,342 shares

    0.13% of the 13F portfolio, value $68,857,063.

    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 602,410 shares
    Change vs previous 13F -10,076 shares

    0.15% of the 13F portfolio, value $67,879,559.

    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 612,486 shares
    Change vs previous 13F -60,767 shares

    0.17% of the 13F portfolio, value $68,286,064.

    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 673,253 shares
    Change vs previous 13F +158,148 shares

    0.19% of the 13F portfolio, value $74,246,373.

    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 515,105 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $56,110,420.

    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).