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Disclosery

Rockefeller Capital Management L.P.: XSOE position timeline

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

Rockefeller Capital Management L.P. held 32,442 XSOE 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 32,442 shares
    Change vs previous 13F +908 shares

    <0.01% of the 13F portfolio, value $1,595,529.

    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 31,534 shares
    Change vs previous 13F +2,951 shares

    <0.01% of the 13F portfolio, value $1,264,531.

    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 28,583 shares
    Change vs previous 13F -275 shares

    <0.01% of the 13F portfolio, value $1,115,335.

    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 28,858 shares
    Change vs previous 13F -138 shares

    <0.01% of the 13F portfolio, value $1,094,891.

    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 28,996 shares
    Change vs previous 13F -7,015 shares

    <0.01% of the 13F portfolio, value $999,803.

    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 36,011 shares
    Change vs previous 13F +5,238 shares

    <0.01% of the 13F portfolio, value $1,111,688.

    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 30,773 shares
    Change vs previous 13F -13,737 shares

    <0.01% of the 13F portfolio, value $937,976.

    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 44,510 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,470,174.

    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).