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Rockefeller Capital Management L.P.: PLUS position timeline

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

Rockefeller Capital Management L.P. held 187,383 PLUS 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 187,383 shares
    Change vs previous 13F +49,416 shares

    0.02% of the 13F portfolio, value $15,595,951.

    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 137,967 shares
    Change vs previous 13F +847 shares

    0.02% of the 13F portfolio, value $10,382,154.

    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 137,120 shares
    Change vs previous 13F -305,400 shares

    0.02% of the 13F portfolio, value $12,025,459.

    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 442,520 shares
    Change vs previous 13F +147,914 shares

    0.06% of the 13F portfolio, value $31,423,352.

    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 294,606 shares
    Change vs previous 13F +24,030 shares

    0.05% of the 13F portfolio, value $21,241,093.

    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 270,576 shares
    Change vs previous 13F +59,562 shares

    0.04% of the 13F portfolio, value $16,513,253.

    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 211,014 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $15,589,775.

    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).