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Rockefeller Capital Management L.P.: ROK position timeline

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

Rockefeller Capital Management L.P. held 146,268 ROK 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 146,268 shares
    Change vs previous 13F +8,406 shares

    0.11% of the 13F portfolio, value $72,414,562.

    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 137,862 shares
    Change vs previous 13F +69,874 shares

    0.09% of the 13F portfolio, value $49,476,174.

    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 67,988 shares
    Change vs previous 13F +1,362 shares

    0.05% of the 13F portfolio, value $26,452,427.

    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 66,626 shares
    Change vs previous 13F +2,310 shares

    0.05% of the 13F portfolio, value $23,288,210.

    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 64,316 shares
    Change vs previous 13F +5,249 shares

    0.05% of the 13F portfolio, value $21,364,374.

    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 59,067 shares
    Change vs previous 13F +4,475 shares

    0.04% of the 13F portfolio, value $15,262,103.

    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 54,592 shares
    Change vs previous 13F +20,751 shares

    0.04% of the 13F portfolio, value $15,602,613.

    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 33,841 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $9,086,917.

    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).