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Rockefeller Capital Management L.P.: WM position timeline

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

Rockefeller Capital Management L.P. held 212,952 WM 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 212,952 shares
    Change vs previous 13F -912 shares

    0.07% of the 13F portfolio, value $47,463,234.

    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 213,864 shares
    Change vs previous 13F -512 shares

    0.09% of the 13F portfolio, value $49,144,517.

    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 214,376 shares
    Change vs previous 13F +26,411 shares

    0.08% of the 13F portfolio, value $47,100,749.

    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 187,965 shares
    Change vs previous 13F +25,740 shares

    0.08% of the 13F portfolio, value $41,508,502.

    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 162,225 shares
    Change vs previous 13F -34,622 shares

    0.08% of the 13F portfolio, value $37,509,429.

    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 196,847 shares
    Change vs previous 13F +35,410 shares

    0.11% of the 13F portfolio, value $45,572,262.

    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 161,437 shares
    Change vs previous 13F -3,653 shares

    0.08% of the 13F portfolio, value $32,577,524.

    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 165,090 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $34,273,444.

    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).