Skip to content
Disclosery

Rockefeller Capital Management L.P.: HEFA position timeline

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

Rockefeller Capital Management L.P. held 303,416 HEFA 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 303,416 shares
    Change vs previous 13F +135,320 shares

    0.02% of the 13F portfolio, value $14,237,825.

    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 168,096 shares
    Change vs previous 13F -464,004 shares

    0.01% of the 13F portfolio, value $7,143,249.

    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 632,100 shares
    Change vs previous 13F -13,326 shares

    0.05% of the 13F portfolio, value $26,143,679.

    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 645,426 shares
    Change vs previous 13F -1,325 shares

    0.05% of the 13F portfolio, value $25,565,356.

    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 646,751 shares
    Change vs previous 13F -25,843 shares

    0.05% of the 13F portfolio, value $24,550,701.

    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 672,594 shares
    Change vs previous 13F -2,212 shares

    0.06% of the 13F portfolio, value $24,408,444.

    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 674,806 shares
    Change vs previous 13F -283 shares

    0.06% of the 13F portfolio, value $23,449,818.

    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 675,089 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $23,910,458.

    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).