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Rockefeller Capital Management L.P.: PTLC position timeline

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

Rockefeller Capital Management L.P. held 162,231 PTLC 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 162,231 shares
    Change vs previous 13F -11,846 shares

    0.01% of the 13F portfolio, value $9,451,613.

    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 174,077 shares
    Change vs previous 13F -24,289 shares

    0.02% of the 13F portfolio, value $9,132,130.

    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 198,366 shares
    Change vs previous 13F -9,866 shares

    0.02% of the 13F portfolio, value $11,025,212.

    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 208,232 shares
    Change vs previous 13F -2,412 shares

    0.02% of the 13F portfolio, value $11,402,791.

    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 210,644 shares
    Change vs previous 13F -2,305 shares

    0.02% of the 13F portfolio, value $10,692,310.

    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 212,949 shares
    Change vs previous 13F -4,455 shares

    0.03% of the 13F portfolio, value $10,956,227.

    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 217,404 shares
    Change vs previous 13F +15,849 shares

    0.03% of the 13F portfolio, value $11,618,114.

    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 201,555 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $10,591,759.

    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).