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Rockefeller Capital Management L.P.: QUAL position timeline

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

Rockefeller Capital Management L.P. held 370,959 QUAL 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 370,959 shares
    Change vs previous 13F -30,485 shares

    0.12% of the 13F portfolio, value $81,399,687.

    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 401,444 shares
    Change vs previous 13F +5,279 shares

    0.14% of the 13F portfolio, value $77,001,119.

    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 396,165 shares
    Change vs previous 13F +105,066 shares

    0.14% of the 13F portfolio, value $78,686,564.

    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 291,099 shares
    Change vs previous 13F +39,912 shares

    0.11% of the 13F portfolio, value $56,618,847.

    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 251,187 shares
    Change vs previous 13F +35,805 shares

    0.1% of the 13F portfolio, value $45,922,223.

    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 215,382 shares
    Change vs previous 13F +11,023 shares

    0.09% of the 13F portfolio, value $36,806,817.

    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 204,359 shares
    Change vs previous 13F +24,384 shares

    0.09% of the 13F portfolio, value $36,354,291.

    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 179,975 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $32,228,204.

    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).