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Rockefeller Capital Management L.P.: EFG position timeline

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

Rockefeller Capital Management L.P. held 59,456 EFG 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 59,456 shares
    Change vs previous 13F +2,609 shares

    0.01% of the 13F portfolio, value $7,397,609.

    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 56,847 shares
    Change vs previous 13F +412 shares

    0.01% of the 13F portfolio, value $6,331,122.

    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 56,435 shares
    Change vs previous 13F +16,120 shares

    0.01% of the 13F portfolio, value $6,429,225.

    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 40,315 shares
    Change vs previous 13F -4,478 shares

    0.01% of the 13F portfolio, value $4,591,186.

    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 44,793 shares
    Change vs previous 13F -144 shares

    0.01% of the 13F portfolio, value $5,016,859.

    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 44,937 shares
    Change vs previous 13F +12,556 shares

    0.01% of the 13F portfolio, value $4,493,830.

    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 32,381 shares
    Change vs previous 13F +10,634 shares

    0.01% of the 13F portfolio, value $3,136,092.

    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 21,747 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,340,853.

    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).