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Rockefeller Capital Management L.P.: SOXX position timeline

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

Rockefeller Capital Management L.P. held 433,699 SOXX 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 433,699 shares
    Change vs previous 13F +26,520 shares

    0.43% of the 13F portfolio, value $277,897,469.

    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 407,179 shares
    Change vs previous 13F +9,523 shares

    0.24% of the 13F portfolio, value $133,823,471.

    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 397,656 shares
    Change vs previous 13F -2,539 shares

    0.22% of the 13F portfolio, value $119,754,316.

    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 400,195 shares
    Change vs previous 13F +38,842 shares

    0.21% of the 13F portfolio, value $108,501,165.

    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 361,353 shares
    Change vs previous 13F +40,707 shares

    0.21% of the 13F portfolio, value $94,170,263.

    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 320,646 shares
    Change vs previous 13F +80,282 shares

    0.15% of the 13F portfolio, value $60,335,980.

    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 240,364 shares
    Change vs previous 13F -3 shares

    0.13% of the 13F portfolio, value $51,796,069.

    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 240,367 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $55,426,420.

    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).