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Rockefeller Capital Management L.P.: PEP position timeline

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

Rockefeller Capital Management L.P. held 826,694 PEP 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 826,694 shares
    Change vs previous 13F +79,065 shares

    0.17% of the 13F portfolio, value $111,934,630.

    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 747,629 shares
    Change vs previous 13F +11,703 shares

    0.21% of the 13F portfolio, value $116,099,793.

    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 735,926 shares
    Change vs previous 13F +22,497 shares

    0.19% of the 13F portfolio, value $105,639,619.

    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 713,429 shares
    Change vs previous 13F +34,361 shares

    0.2% of the 13F portfolio, value $100,194,204.

    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 679,068 shares
    Change vs previous 13F +38,144 shares

    0.2% of the 13F portfolio, value $89,664,187.

    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 640,924 shares
    Change vs previous 13F +25,134 shares

    0.24% of the 13F portfolio, value $96,100,460.

    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 615,790 shares
    Change vs previous 13F -10,885 shares

    0.24% of the 13F portfolio, value $93,677,798.

    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 626,675 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $106,575,122.

    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).