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Rockefeller Capital Management L.P.: PMO position timeline

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

Rockefeller Capital Management L.P. held 77,236 PMO 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 77,236 shares
    Change vs previous 13F -2,968 shares

    <0.01% of the 13F portfolio, value $814,068.

    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 80,204 shares
    Change vs previous 13F -9,243 shares

    <0.01% of the 13F portfolio, value $826,104.

    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 89,447 shares
    Change vs previous 13F -4,329 shares

    <0.01% of the 13F portfolio, value $957,093.

    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 93,776 shares
    Change vs previous 13F +538 shares

    <0.01% of the 13F portfolio, value $968,713.

    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 93,238 shares
    Change vs previous 13F +518 shares

    <0.01% of the 13F portfolio, value $922,129.

    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 92,720 shares
    Change vs previous 13F -806 shares

    <0.01% of the 13F portfolio, value $944,821.

    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 93,526 shares
    Change vs previous 13F -45,931 shares

    <0.01% of the 13F portfolio, value $947,422.

    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 139,457 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,520,082.

    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).