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Rockefeller Capital Management L.P.: WMS position timeline

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

Rockefeller Capital Management L.P. held 47,820 WMS 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 47,820 shares
    Change vs previous 13F -7,086 shares

    0.01% of the 13F portfolio, value $7,505,863.

    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 54,906 shares
    Change vs previous 13F +2,505 shares

    0.01% of the 13F portfolio, value $7,529,367.

    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 52,401 shares
    Change vs previous 13F -6,259 shares

    0.01% of the 13F portfolio, value $7,589,321.

    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 58,660 shares
    Change vs previous 13F -10,315 shares

    0.02% of the 13F portfolio, value $8,136,204.

    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 68,975 shares
    Change vs previous 13F -32,438 shares

    0.02% of the 13F portfolio, value $7,922,535.

    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 101,413 shares
    Change vs previous 13F +24,771 shares

    0.03% of the 13F portfolio, value $11,018,528.

    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 76,642 shares
    Change vs previous 13F +4,802 shares

    0.02% of the 13F portfolio, value $8,859,815.

    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 71,840 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $11,290,378.

    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).