Skip to content
Disclosery

Rockefeller Capital Management L.P.: EFV position timeline

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

Rockefeller Capital Management L.P. held 512,138 EFV 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 512,138 shares
    Change vs previous 13F -17,528 shares

    0.06% of the 13F portfolio, value $39,204,264.

    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 529,666 shares
    Change vs previous 13F -15,051 shares

    0.07% of the 13F portfolio, value $39,380,713.

    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 544,717 shares
    Change vs previous 13F +56,203 shares

    0.07% of the 13F portfolio, value $38,898,360.

    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 488,514 shares
    Change vs previous 13F +33,847 shares

    0.06% of the 13F portfolio, value $33,136,013.

    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 454,667 shares
    Change vs previous 13F +87,697 shares

    0.06% of the 13F portfolio, value $28,862,364.

    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 366,970 shares
    Change vs previous 13F +156,714 shares

    0.05% of the 13F portfolio, value $21,629,339.

    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 210,256 shares
    Change vs previous 13F +3,945 shares

    0.03% of the 13F portfolio, value $11,032,571.

    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 206,311 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $11,868,668.

    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).