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Rockefeller Capital Management L.P.: OUNZ position timeline

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

Rockefeller Capital Management L.P. held 77,559 OUNZ 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 77,559 shares
    Change vs previous 13F -17,081 shares

    <0.01% of the 13F portfolio, value $2,993,002.

    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 94,640 shares
    Change vs previous 13F +1,308 shares

    0.01% of the 13F portfolio, value $4,263,532.

    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 93,332 shares
    Change vs previous 13F +5,377 shares

    0.01% of the 13F portfolio, value $3,871,411.

    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 87,955 shares
    Change vs previous 13F +32,802 shares

    0.01% of the 13F portfolio, value $3,271,046.

    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 55,153 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $1,758,829.

    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 55,153 shares
    Change vs previous 13F +17,086 shares

    <0.01% of the 13F portfolio, value $1,662,311.

    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 38,067 shares
    Change vs previous 13F +5,369 shares

    <0.01% of the 13F portfolio, value $963,095.

    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 32,698 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $830,202.

    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).