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Rockefeller Capital Management L.P.: SDY position timeline

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

Rockefeller Capital Management L.P. held 258,404 SDY 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 258,404 shares
    Change vs previous 13F -9,298 shares

    0.06% of the 13F portfolio, value $39,324,131.

    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 267,702 shares
    Change vs previous 13F +9,388 shares

    0.07% of the 13F portfolio, value $39,068,645.

    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 258,314 shares
    Change vs previous 13F +12,718 shares

    0.06% of the 13F portfolio, value $35,947,061.

    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 245,596 shares
    Change vs previous 13F +14,551 shares

    0.07% of the 13F portfolio, value $34,395,776.

    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 231,045 shares
    Change vs previous 13F +3,621 shares

    0.07% of the 13F portfolio, value $32,693,155.

    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 227,424 shares
    Change vs previous 13F +51,905 shares

    0.08% of the 13F portfolio, value $30,857,006.

    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 175,519 shares
    Change vs previous 13F +4,097 shares

    0.06% of the 13F portfolio, value $23,185,618.

    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 171,422 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $24,342,141.

    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).