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Rockefeller Capital Management L.P.: CMS position timeline

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

Rockefeller Capital Management L.P. held 581,655 CMS 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 581,655 shares
    Change vs previous 13F -3,690 shares

    0.07% of the 13F portfolio, value $44,496,717.

    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 585,345 shares
    Change vs previous 13F +29,316 shares

    0.08% of the 13F portfolio, value $45,411,205.

    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 556,029 shares
    Change vs previous 13F -199,686 shares

    0.07% of the 13F portfolio, value $38,883,193.

    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 755,715 shares
    Change vs previous 13F -46,694 shares

    0.11% of the 13F portfolio, value $55,363,781.

    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 802,409 shares
    Change vs previous 13F +261,323 shares

    0.12% of the 13F portfolio, value $55,591,053.

    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 541,086 shares
    Change vs previous 13F +220,469 shares

    0.1% of the 13F portfolio, value $40,641,046.

    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 320,617 shares
    Change vs previous 13F -245,408 shares

    0.06% of the 13F portfolio, value $21,368,888.

    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 566,025 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $39,977,951.

    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).