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Rockefeller Capital Management L.P.: FDVV position timeline

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

Rockefeller Capital Management L.P. held 147,741 FDVV 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 147,741 shares
    Change vs previous 13F -329 shares

    0.01% of the 13F portfolio, value $8,907,376.

    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 148,070 shares
    Change vs previous 13F +213 shares

    0.01% of the 13F portfolio, value $8,179,461.

    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 147,857 shares
    Change vs previous 13F +1,938 shares

    0.02% of the 13F portfolio, value $8,382,100.

    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 145,919 shares
    Change vs previous 13F +2,008 shares

    0.02% of the 13F portfolio, value $8,129,194.

    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 143,911 shares
    Change vs previous 13F +1,915 shares

    0.02% of the 13F portfolio, value $7,486,334.

    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 141,996 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $7,043,041.

    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).