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Rockefeller Capital Management L.P.: PDI position timeline

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

Rockefeller Capital Management L.P. held 137,604 PDI 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 137,604 shares
    Change vs previous 13F +42,036 shares

    <0.01% of the 13F portfolio, value $2,297,991.

    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 95,568 shares
    Change vs previous 13F +27,421 shares

    <0.01% of the 13F portfolio, value $1,635,185.

    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 68,147 shares
    Change vs previous 13F -78,228 shares

    <0.01% of the 13F portfolio, value $1,206,897.

    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 146,375 shares
    Change vs previous 13F +1,921 shares

    0.01% of the 13F portfolio, value $2,898,231.

    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 144,454 shares
    Change vs previous 13F +8,618 shares

    0.01% of the 13F portfolio, value $2,740,311.

    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 135,836 shares
    Change vs previous 13F -6,540 shares

    0.01% of the 13F portfolio, value $2,689,571.

    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 142,376 shares
    Change vs previous 13F +19,107 shares

    0.01% of the 13F portfolio, value $2,611,192.

    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 123,269 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,498,683.

    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).