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Rockefeller Capital Management L.P.: UBS position timeline

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

Rockefeller Capital Management L.P. held 151,317 UBS 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 151,317 shares
    Change vs previous 13F +101,211 shares

    0.01% of the 13F portfolio, value $7,499,326.

    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 50,106 shares
    Change vs previous 13F +17,223 shares

    <0.01% of the 13F portfolio, value $1,957,653.

    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 32,883 shares
    Change vs previous 13F +4,383 shares

    <0.01% of the 13F portfolio, value $1,522,862.

    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 28,500 shares
    Change vs previous 13F -5,149 shares

    <0.01% of the 13F portfolio, value $1,168,550.

    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 33,649 shares
    Change vs previous 13F +8,520 shares

    <0.01% of the 13F portfolio, value $1,138,051.

    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 25,129 shares
    Change vs previous 13F +9,130 shares

    <0.01% of the 13F portfolio, value $769,716.

    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 15,999 shares
    Change vs previous 13F +3,166 shares

    <0.01% of the 13F portfolio, value $485,135.

    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 12,833 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $396,661.

    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).