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Rockefeller Capital Management L.P.: DFIV position timeline

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

Rockefeller Capital Management L.P. held 429,826 DFIV 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 429,826 shares
    Change vs previous 13F -102,687 shares

    0.04% of the 13F portfolio, value $23,219,237.

    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 532,513 shares
    Change vs previous 13F +5,598 shares

    0.05% of the 13F portfolio, value $28,106,045.

    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 526,915 shares
    Change vs previous 13F +49,320 shares

    0.05% of the 13F portfolio, value $26,293,105.

    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 477,595 shares
    Change vs previous 13F +99,059 shares

    0.04% of the 13F portfolio, value $22,026,695.

    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 378,536 shares
    Change vs previous 13F +14,983 shares

    0.04% of the 13F portfolio, value $16,212,700.

    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 363,553 shares
    Change vs previous 13F +18,203 shares

    0.04% of the 13F portfolio, value $14,309,476.

    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 345,350 shares
    Change vs previous 13F -22,477 shares

    0.03% of the 13F portfolio, value $12,253,027.

    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 367,827 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $14,006,879.

    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).