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Rockefeller Capital Management L.P.: USFR position timeline

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

Rockefeller Capital Management L.P. held 1,579,027 USFR 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 1,579,027 shares
    Change vs previous 13F +51,893 shares

    0.12% of the 13F portfolio, value $79,504,047.

    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 1,527,134 shares
    Change vs previous 13F +235,333 shares

    0.14% of the 13F portfolio, value $76,875,958.

    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 1,291,801 shares
    Change vs previous 13F +87,774 shares

    0.12% of the 13F portfolio, value $65,003,430.

    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 1,204,027 shares
    Change vs previous 13F +129,747 shares

    0.12% of the 13F portfolio, value $60,526,469.

    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 1,074,280 shares
    Change vs previous 13F +148,219 shares

    0.12% of the 13F portfolio, value $54,047,055.

    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 926,061 shares
    Change vs previous 13F +730,910 shares

    0.12% of the 13F portfolio, value $46,608,696.

    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 195,151 shares
    Change vs previous 13F -8,859 shares

    0.03% of the 13F portfolio, value $9,820,032.

    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 204,010 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $10,245,383.

    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).