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Rockefeller Capital Management L.P.: EW position timeline

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

Rockefeller Capital Management L.P. held 47,787 EW 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 47,787 shares
    Change vs previous 13F +13,624 shares

    0.01% of the 13F portfolio, value $4,322,955.

    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 34,163 shares
    Change vs previous 13F -2,544 shares

    <0.01% of the 13F portfolio, value $2,735,900.

    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 36,707 shares
    Change vs previous 13F +922 shares

    0.01% of the 13F portfolio, value $3,129,364.

    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 35,785 shares
    Change vs previous 13F -6,828 shares

    0.01% of the 13F portfolio, value $2,783,101.

    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 42,613 shares
    Change vs previous 13F +3,550 shares

    0.01% of the 13F portfolio, value $3,332,865.

    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 39,063 shares
    Change vs previous 13F -1,402 shares

    0.01% of the 13F portfolio, value $2,831,356.

    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 40,465 shares
    Change vs previous 13F -174,262 shares

    0.01% of the 13F portfolio, value $3,005,156.

    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 214,727 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $14,182,919.

    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).