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Rockefeller Capital Management L.P.: USMV position timeline

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

Rockefeller Capital Management L.P. held 195,770 USMV 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 195,770 shares
    Change vs previous 13F -4,285 shares

    0.03% of the 13F portfolio, value $18,884,249.

    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 200,055 shares
    Change vs previous 13F -2,505 shares

    0.03% of the 13F portfolio, value $18,553,300.

    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 202,560 shares
    Change vs previous 13F +21,184 shares

    0.03% of the 13F portfolio, value $19,073,074.

    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 181,376 shares
    Change vs previous 13F -3,714 shares

    0.03% of the 13F portfolio, value $17,256,272.

    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 185,090 shares
    Change vs previous 13F +1,404 shares

    0.04% of the 13F portfolio, value $17,374,516.

    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 183,686 shares
    Change vs previous 13F -7,035 shares

    0.04% of the 13F portfolio, value $17,204,065.

    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 190,721 shares
    Change vs previous 13F +3,319 shares

    0.04% of the 13F portfolio, value $16,904,583.

    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 187,402 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $17,067,880.

    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).