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Rockefeller Capital Management L.P.: SPDW position timeline

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

Rockefeller Capital Management L.P. held 1,508,130 SPDW 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 1,508,130 shares
    Change vs previous 13F +51,625 shares

    0.12% of the 13F portfolio, value $75,994,695.

    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 1,456,505 shares
    Change vs previous 13F -3,644 shares

    0.12% of the 13F portfolio, value $66,489,480.

    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 1,460,149 shares
    Change vs previous 13F +40,446 shares

    0.12% of the 13F portfolio, value $64,845,249.

    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 1,419,703 shares
    Change vs previous 13F +23,813 shares

    0.12% of the 13F portfolio, value $60,749,091.

    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 1,395,890 shares
    Change vs previous 13F +4,466 shares

    0.12% of the 13F portfolio, value $56,796,516.

    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 1,391,424 shares
    Change vs previous 13F +32,687 shares

    0.13% of the 13F portfolio, value $50,661,743.

    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 1,358,737 shares
    Change vs previous 13F +11,167 shares

    0.12% of the 13F portfolio, value $46,373,706.

    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 1,347,570 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $50,614,760.

    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).