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Rockefeller Capital Management L.P.: VERX position timeline

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

Rockefeller Capital Management L.P. held 823 VERX 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 823 shares
    Change vs previous 13F -39 shares

    <0.01% of the 13F portfolio, value $9,448.

    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 862 shares
    Change vs previous 13F +206 shares

    <0.01% of the 13F portfolio, value $10,249.

    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 656 shares
    Change vs previous 13F -447,111 shares

    <0.01% of the 13F portfolio, value $13,100.

    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 447,767 shares
    Change vs previous 13F -6,690 shares

    0.02% of the 13F portfolio, value $11,100,144.

    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 454,457 shares
    Change vs previous 13F +111,409 shares

    0.04% of the 13F portfolio, value $16,058,238.

    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 343,048 shares
    Change vs previous 13F +180,101 shares

    0.03% of the 13F portfolio, value $12,010,110.

    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 162,947 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $8,693,222.

    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).