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Rockefeller Capital Management L.P.: KBWB position timeline

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

Rockefeller Capital Management L.P. held 82,878 KBWB 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 82,878 shares
    Change vs previous 13F +1,348 shares

    0.01% of the 13F portfolio, value $7,705,997.

    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 81,530 shares
    Change vs previous 13F +40,878 shares

    0.01% of the 13F portfolio, value $6,450,681.

    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 40,652 shares
    Change vs previous 13F +17,078 shares

    0.01% of the 13F portfolio, value $3,426,592.

    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 23,574 shares
    Change vs previous 13F +2,743 shares

    <0.01% of the 13F portfolio, value $1,843,734.

    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 20,831 shares
    Change vs previous 13F +4,433 shares

    <0.01% of the 13F portfolio, value $1,491,933.

    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 16,398 shares
    Change vs previous 13F +2,327 shares

    <0.01% of the 13F portfolio, value $1,029,304.

    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 14,071 shares
    Change vs previous 13F +1,266 shares

    <0.01% of the 13F portfolio, value $919,546.

    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 12,805 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $750,530.

    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).