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Rockefeller Capital Management L.P.: XLV position timeline

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

Rockefeller Capital Management L.P. held 618,590 XLV 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 618,590 shares
    Change vs previous 13F +33,669 shares

    0.15% of the 13F portfolio, value $98,145,875.

    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 584,921 shares
    Change vs previous 13F +8,322 shares

    0.15% of the 13F portfolio, value $85,755,628.

    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 576,599 shares
    Change vs previous 13F +56,932 shares

    0.16% of the 13F portfolio, value $89,257,729.

    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 519,667 shares
    Change vs previous 13F +5,171 shares

    0.14% of the 13F portfolio, value $72,322,221.

    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 514,496 shares
    Change vs previous 13F +26,425 shares

    0.15% of the 13F portfolio, value $69,753,413.

    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 488,071 shares
    Change vs previous 13F +26,255 shares

    0.18% of the 13F portfolio, value $71,263,493.

    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 461,816 shares
    Change vs previous 13F -5,177 shares

    0.16% of the 13F portfolio, value $63,563,689.

    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 466,993 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $71,907,030.

    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).