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Rockefeller Capital Management L.P.: USTB position timeline

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

Rockefeller Capital Management L.P. held 5,710 USTB 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 5,710 shares
    Change vs previous 13F +1,314 shares

    <0.01% of the 13F portfolio, value $289,077.

    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 4,396 shares
    Change vs previous 13F -21,619 shares

    <0.01% of the 13F portfolio, value $222,365.

    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 26,015 shares
    Change vs previous 13F +20,986 shares

    <0.01% of the 13F portfolio, value $1,322,618.

    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 5,029 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $256,429.

    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).