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Rockefeller Capital Management L.P.: DFSV position timeline

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

Rockefeller Capital Management L.P. held 446,524 DFSV 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 446,524 shares
    Change vs previous 13F -4,859 shares

    0.03% of the 13F portfolio, value $17,320,677.

    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 451,383 shares
    Change vs previous 13F -8,876 shares

    0.03% of the 13F portfolio, value $15,816,488.

    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 460,259 shares
    Change vs previous 13F +396,836 shares

    0.03% of the 13F portfolio, value $15,137,935.

    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 63,423 shares
    Change vs previous 13F +714 shares

    <0.01% of the 13F portfolio, value $2,019,414.

    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 62,709 shares
    Change vs previous 13F +12,197 shares

    <0.01% of the 13F portfolio, value $1,845,539.

    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 50,512 shares
    Change vs previous 13F +7,754 shares

    <0.01% of the 13F portfolio, value $1,421,913.

    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 42,758 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,316,103.

    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).