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Rockefeller Capital Management L.P.: SMH position timeline

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

Rockefeller Capital Management L.P. held 283,483 SMH 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 283,483 shares
    Change vs previous 13F -20,050 shares

    0.29% of the 13F portfolio, value $185,933,699.

    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 303,533 shares
    Change vs previous 13F -35,003 shares

    0.21% of the 13F portfolio, value $116,374,684.

    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 338,536 shares
    Change vs previous 13F +51,092 shares

    0.22% of the 13F portfolio, value $121,917,507.

    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 287,444 shares
    Change vs previous 13F +17,074 shares

    0.18% of the 13F portfolio, value $93,810,550.

    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 270,370 shares
    Change vs previous 13F -6,232 shares

    0.17% of the 13F portfolio, value $75,401,191.

    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 276,602 shares
    Change vs previous 13F +38,210 shares

    0.14% of the 13F portfolio, value $58,493,344.

    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 238,392 shares
    Change vs previous 13F +10,193 shares

    0.15% of the 13F portfolio, value $57,731,666.

    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 228,199 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $56,011,652.

    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).