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Rockefeller Capital Management L.P.: EVR position timeline

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

Rockefeller Capital Management L.P. held 170,140 EVR 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 170,140 shares
    Change vs previous 13F -2,993 shares

    0.09% of the 13F portfolio, value $58,093,198.

    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 173,133 shares
    Change vs previous 13F -1,959 shares

    0.09% of the 13F portfolio, value $51,682,046.

    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 175,092 shares
    Change vs previous 13F +74,043 shares

    0.11% of the 13F portfolio, value $59,575,263.

    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 101,049 shares
    Change vs previous 13F -3,010 shares

    0.07% of the 13F portfolio, value $34,086,206.

    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 104,059 shares
    Change vs previous 13F -1,415 shares

    0.06% of the 13F portfolio, value $28,098,201.

    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 105,474 shares
    Change vs previous 13F +13,521 shares

    0.05% of the 13F portfolio, value $21,065,553.

    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 91,953 shares
    Change vs previous 13F -3,046 shares

    0.07% of the 13F portfolio, value $25,488,708.

    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 94,999 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $24,067,116.

    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).