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Rockefeller Capital Management L.P.: JAAA position timeline

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

Rockefeller Capital Management L.P. held 1,157,536 JAAA 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 1,157,536 shares
    Change vs previous 13F +160,545 shares

    0.09% of the 13F portfolio, value $58,444,019.

    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 996,991 shares
    Change vs previous 13F -387,967 shares

    0.09% of the 13F portfolio, value $50,218,482.

    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 1,384,958 shares
    Change vs previous 13F +780,199 shares

    0.13% of the 13F portfolio, value $70,051,190.

    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 604,759 shares
    Change vs previous 13F -1,458 shares

    0.06% of the 13F portfolio, value $30,709,697.

    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 606,217 shares
    Change vs previous 13F -70,896 shares

    0.07% of the 13F portfolio, value $30,765,523.

    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 677,113 shares
    Change vs previous 13F +117,265 shares

    0.08% of the 13F portfolio, value $34,336,414.

    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 559,848 shares
    Change vs previous 13F +127,178 shares

    0.07% of the 13F portfolio, value $28,390,026.

    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 432,670 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $22,013,824.

    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).