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Rockefeller Capital Management L.P.: WSO position timeline

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

Rockefeller Capital Management L.P. held 8,040 WSO 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 8,040 shares
    Change vs previous 13F +1,382 shares

    0.01% of the 13F portfolio, value $3,350,573.

    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 6,658 shares
    Change vs previous 13F -28 shares

    <0.01% of the 13F portfolio, value $2,422,319.

    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 6,686 shares
    Change vs previous 13F -13,455 shares

    <0.01% of the 13F portfolio, value $2,252,944.

    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 20,141 shares
    Change vs previous 13F -1,576 shares

    0.02% of the 13F portfolio, value $8,143,184.

    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 21,717 shares
    Change vs previous 13F +1,013 shares

    0.02% of the 13F portfolio, value $9,591,067.

    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 20,704 shares
    Change vs previous 13F +10,271 shares

    0.03% of the 13F portfolio, value $10,524,308.

    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 10,433 shares
    Change vs previous 13F -595 shares

    0.01% of the 13F portfolio, value $4,944,241.

    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 11,028 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $5,424,638.

    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).