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Rockefeller Capital Management L.P.: RTO position timeline

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

Rockefeller Capital Management L.P. held 770,984 RTO 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 770,984 shares
    Change vs previous 13F -29,189 shares

    0.03% of the 13F portfolio, value $22,057,879.

    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 800,173 shares
    Change vs previous 13F -16,690 shares

    0.04% of the 13F portfolio, value $25,189,461.

    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 816,863 shares
    Change vs previous 13F +40,024 shares

    0.04% of the 13F portfolio, value $24,064,798.

    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 776,839 shares
    Change vs previous 13F -97,591 shares

    0.04% of the 13F portfolio, value $19,615,207.

    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 874,430 shares
    Change vs previous 13F -122,389 shares

    0.05% of the 13F portfolio, value $20,986,333.

    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 996,819 shares
    Change vs previous 13F -94,656 shares

    0.06% of the 13F portfolio, value $22,827,172.

    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 1,091,475 shares
    Change vs previous 13F +570,330 shares

    0.07% of the 13F portfolio, value $27,636,263.

    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 521,145 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $12,992,268.

    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).