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Rockefeller Capital Management L.P.: SRVR position timeline

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

Rockefeller Capital Management L.P. held 38,273 SRVR 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 38,273 shares
    Change vs previous 13F +1,247 shares

    <0.01% of the 13F portfolio, value $1,215,937.

    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 37,026 shares
    Change vs previous 13F +15,662 shares

    <0.01% of the 13F portfolio, value $1,155,974.

    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 21,364 shares
    Change vs previous 13F -4,034 shares

    <0.01% of the 13F portfolio, value $613,476.

    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 25,398 shares
    Change vs previous 13F -4,412 shares

    <0.01% of the 13F portfolio, value $804,636.

    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 29,810 shares
    Change vs previous 13F -6,018 shares

    <0.01% of the 13F portfolio, value $1,184,002.

    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 35,828 shares
    Change vs previous 13F +11,163 shares

    <0.01% of the 13F portfolio, value $1,051,557.

    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 24,665 shares
    Change vs previous 13F -2,325 shares

    <0.01% of the 13F portfolio, value $739,472.

    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 26,990 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $867,467.

    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).