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Rockefeller Capital Management L.P.: LMBS position timeline

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

Rockefeller Capital Management L.P. held 332,148 LMBS 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 332,148 shares
    Change vs previous 13F +13,708 shares

    0.03% of the 13F portfolio, value $16,534,369.

    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 318,440 shares
    Change vs previous 13F +4,401 shares

    0.03% of the 13F portfolio, value $15,861,497.

    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 314,039 shares
    Change vs previous 13F +59,371 shares

    0.03% of the 13F portfolio, value $15,698,811.

    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 254,668 shares
    Change vs previous 13F +4,815 shares

    0.02% of the 13F portfolio, value $12,679,924.

    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 249,853 shares
    Change vs previous 13F +575 shares

    0.03% of the 13F portfolio, value $12,307,792.

    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 249,278 shares
    Change vs previous 13F +121,372 shares

    0.03% of the 13F portfolio, value $12,254,530.

    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 127,906 shares
    Change vs previous 13F +7,981 shares

    0.02% of the 13F portfolio, value $6,225,228.

    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 119,925 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $5,925,505.

    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).