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Rockefeller Capital Management L.P.: HRB position timeline

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

Rockefeller Capital Management L.P. held 4,919 HRB 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 4,919 shares
    Change vs previous 13F +692 shares

    <0.01% of the 13F portfolio, value $187,330.

    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 4,227 shares
    Change vs previous 13F +658 shares

    <0.01% of the 13F portfolio, value $134,176.

    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 3,569 shares
    Change vs previous 13F -1,479 shares

    <0.01% of the 13F portfolio, value $155,556.

    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 5,048 shares
    Change vs previous 13F -38,080 shares

    <0.01% of the 13F portfolio, value $255,320.

    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 43,128 shares
    Change vs previous 13F -6,691 shares

    0.01% of the 13F portfolio, value $2,367,307.

    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 49,819 shares
    Change vs previous 13F -2,670 shares

    0.01% of the 13F portfolio, value $2,735,573.

    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 52,489 shares
    Change vs previous 13F -1,132 shares

    0.01% of the 13F portfolio, value $2,773,392.

    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 53,621 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,407,100.

    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).