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Rockefeller Capital Management L.P.: BR position timeline

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

Rockefeller Capital Management L.P. held 28,710 BR 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 28,710 shares
    Change vs previous 13F -2,937 shares

    0.01% of the 13F portfolio, value $3,931,845.

    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 31,647 shares
    Change vs previous 13F -2,746 shares

    0.01% of the 13F portfolio, value $5,142,153.

    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 34,393 shares
    Change vs previous 13F +524 shares

    0.01% of the 13F portfolio, value $7,675,510.

    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 33,869 shares
    Change vs previous 13F -23 shares

    0.02% of the 13F portfolio, value $8,066,772.

    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 33,892 shares
    Change vs previous 13F +1,297 shares

    0.02% of the 13F portfolio, value $8,236,959.

    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 32,595 shares
    Change vs previous 13F -42 shares

    0.02% of the 13F portfolio, value $7,903,029.

    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 32,637 shares
    Change vs previous 13F +2,080 shares

    0.02% of the 13F portfolio, value $7,377,144.

    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 30,557 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $6,569,947.

    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).