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Rockefeller Capital Management L.P.: XLY position timeline

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

Rockefeller Capital Management L.P. held 504,529 XLY 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 504,529 shares
    Change vs previous 13F -23,935 shares

    0.09% of the 13F portfolio, value $59,171,441.

    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 528,464 shares
    Change vs previous 13F +23,073 shares

    0.1% of the 13F portfolio, value $57,592,252.

    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 505,391 shares
    Change vs previous 13F +271,112 shares

    0.11% of the 13F portfolio, value $60,348,804.

    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 234,279 shares
    Change vs previous 13F -13,449 shares

    0.11% of the 13F portfolio, value $56,142,846.

    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 247,728 shares
    Change vs previous 13F +19,060 shares

    0.12% of the 13F portfolio, value $53,839,018.

    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 228,668 shares
    Change vs previous 13F +28,718 shares

    0.11% of the 13F portfolio, value $45,153,032.

    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 199,950 shares
    Change vs previous 13F +29,384 shares

    0.12% of the 13F portfolio, value $44,773,657.

    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 170,566 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $34,141,787.

    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).