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Rockefeller Capital Management L.P.: PM position timeline

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

Rockefeller Capital Management L.P. held 294,614 PM 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 294,614 shares
    Change vs previous 13F +24,151 shares

    0.08% of the 13F portfolio, value $53,299,290.

    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 270,463 shares
    Change vs previous 13F +6,564 shares

    0.08% of the 13F portfolio, value $44,718,968.

    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 263,899 shares
    Change vs previous 13F +37,279 shares

    0.08% of the 13F portfolio, value $42,332,026.

    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 226,620 shares
    Change vs previous 13F -6,186 shares

    0.07% of the 13F portfolio, value $36,757,904.

    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 232,806 shares
    Change vs previous 13F +11,184 shares

    0.09% of the 13F portfolio, value $42,403,519.

    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 221,622 shares
    Change vs previous 13F +3,719 shares

    0.09% of the 13F portfolio, value $35,180,516.

    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 217,903 shares
    Change vs previous 13F +8,914 shares

    0.07% of the 13F portfolio, value $26,196,271.

    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 208,989 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $25,341,867.

    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).