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Rockefeller Capital Management L.P.: PFM position timeline

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

Rockefeller Capital Management L.P. held 99,575 PFM 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 99,575 shares
    Change vs previous 13F -677 shares

    0.01% of the 13F portfolio, value $5,521,916.

    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 100,252 shares
    Change vs previous 13F -473 shares

    0.01% of the 13F portfolio, value $5,122,082.

    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 100,725 shares
    Change vs previous 13F -871 shares

    0.01% of the 13F portfolio, value $5,187,848.

    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 101,596 shares
    Change vs previous 13F -3,738 shares

    0.01% of the 13F portfolio, value $5,155,248.

    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 105,334 shares
    Change vs previous 13F -1,026 shares

    0.01% of the 13F portfolio, value $5,073,984.

    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 106,360 shares
    Change vs previous 13F -857 shares

    0.01% of the 13F portfolio, value $4,869,175.

    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 107,217 shares
    Change vs previous 13F -563 shares

    0.01% of the 13F portfolio, value $4,916,985.

    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 107,780 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $5,017,173.

    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).