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Rockefeller Capital Management L.P.: PSO position timeline

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

Rockefeller Capital Management L.P. held 15,678 PSO 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 15,678 shares
    Change vs previous 13F -2,285 shares

    <0.01% of the 13F portfolio, value $249,135.

    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 17,963 shares
    Change vs previous 13F +9,749 shares

    <0.01% of the 13F portfolio, value $235,864.

    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 8,214 shares
    Change vs previous 13F -161,295 shares

    <0.01% of the 13F portfolio, value $115,334.

    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 169,509 shares
    Change vs previous 13F +9,523 shares

    <0.01% of the 13F portfolio, value $2,400,259.

    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 159,986 shares
    Change vs previous 13F -2,968 shares

    0.01% of the 13F portfolio, value $2,388,605.

    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 162,954 shares
    Change vs previous 13F -8,117 shares

    0.01% of the 13F portfolio, value $2,608,900.

    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 171,071 shares
    Change vs previous 13F -1,119 shares

    0.01% of the 13F portfolio, value $2,757,671.

    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 172,190 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,336,629.

    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).