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Rockefeller Capital Management L.P.: FVAL position timeline

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

Rockefeller Capital Management L.P. held 38,175 FVAL 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 38,175 shares
    Change vs previous 13F -3,499 shares

    <0.01% of the 13F portfolio, value $2,975,250.

    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 41,674 shares
    Change vs previous 13F +18,559 shares

    0.01% of the 13F portfolio, value $2,892,283.

    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 23,115 shares
    Change vs previous 13F -554 shares

    <0.01% of the 13F portfolio, value $1,670,575.

    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 23,669 shares
    Change vs previous 13F -3,116 shares

    <0.01% of the 13F portfolio, value $1,630,117.

    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 26,785 shares
    Change vs previous 13F +1,628 shares

    <0.01% of the 13F portfolio, value $1,710,832.

    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 25,157 shares
    Change vs previous 13F +2,050 shares

    <0.01% of the 13F portfolio, value $1,499,192.

    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 23,107 shares
    Change vs previous 13F +177 shares

    <0.01% of the 13F portfolio, value $1,420,779.

    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 22,930 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,388,872.

    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).