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Rockefeller Capital Management L.P.: USRT position timeline

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

Rockefeller Capital Management L.P. held 101,325 USRT 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 101,325 shares
    Change vs previous 13F +26,534 shares

    0.01% of the 13F portfolio, value $6,733,077.

    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 74,791 shares
    Change vs previous 13F -10,107 shares

    0.01% of the 13F portfolio, value $4,426,889.

    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 84,898 shares
    Change vs previous 13F +10,655 shares

    0.01% of the 13F portfolio, value $4,835,839.

    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 74,243 shares
    Change vs previous 13F -706 shares

    0.01% of the 13F portfolio, value $4,359,579.

    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 74,949 shares
    Change vs previous 13F -1,424 shares

    0.01% of the 13F portfolio, value $4,239,140.

    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 76,373 shares
    Change vs previous 13F -1,409 shares

    0.01% of the 13F portfolio, value $4,399,104.

    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 77,782 shares
    Change vs previous 13F +1,188 shares

    0.01% of the 13F portfolio, value $4,457,782.

    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 76,594 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,715,935.

    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).