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Rockefeller Capital Management L.P.: CSM position timeline

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

Rockefeller Capital Management L.P. held 12,510 CSM 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 12,510 shares
    Change vs previous 13F -79 shares

    <0.01% of the 13F portfolio, value $1,066,126.

    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 12,589 shares
    Change vs previous 13F -37 shares

    <0.01% of the 13F portfolio, value $941,955.

    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 12,626 shares
    Change vs previous 13F +30 shares

    <0.01% of the 13F portfolio, value $1,006,052.

    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 12,596 shares
    Change vs previous 13F +49 shares

    <0.01% of the 13F portfolio, value $964,520.

    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 12,547 shares
    Change vs previous 13F -4,558 shares

    <0.01% of the 13F portfolio, value $884,191.

    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 17,105 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,089,949.

    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).