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Rockefeller Capital Management L.P.: SHV position timeline

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

Rockefeller Capital Management L.P. held 589,227 SHV 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 589,227 shares
    Change vs previous 13F +33,892 shares

    0.1% of the 13F portfolio, value $65,021,243.

    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 555,335 shares
    Change vs previous 13F +27,265 shares

    0.11% of the 13F portfolio, value $61,303,520.

    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 528,070 shares
    Change vs previous 13F +56,247 shares

    0.1% of the 13F portfolio, value $58,167,072.

    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 471,823 shares
    Change vs previous 13F +45,939 shares

    0.1% of the 13F portfolio, value $52,131,756.

    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 425,884 shares
    Change vs previous 13F +31,706 shares

    0.11% of the 13F portfolio, value $48,895,137.

    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 394,178 shares
    Change vs previous 13F +23,101 shares

    0.11% of the 13F portfolio, value $43,540,980.

    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 371,077 shares
    Change vs previous 13F +4,696 shares

    0.11% of the 13F portfolio, value $40,859,340.

    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 366,381 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $40,532,794.

    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).