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Rockefeller Capital Management L.P.: XYLD position timeline

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

Rockefeller Capital Management L.P. held 70,395 XYLD 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 70,395 shares
    Change vs previous 13F +9,437 shares

    <0.01% of the 13F portfolio, value $2,871,423.

    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 60,958 shares
    Change vs previous 13F -4,969 shares

    <0.01% of the 13F portfolio, value $2,385,292.

    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 65,927 shares
    Change vs previous 13F +23,425 shares

    <0.01% of the 13F portfolio, value $2,678,648.

    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 42,502 shares
    Change vs previous 13F -50,092 shares

    <0.01% of the 13F portfolio, value $1,668,655.

    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 92,594 shares
    Change vs previous 13F -11,916 shares

    0.01% of the 13F portfolio, value $3,605,616.

    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 104,510 shares
    Change vs previous 13F +49,214 shares

    0.01% of the 13F portfolio, value $4,127,120.

    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 55,296 shares
    Change vs previous 13F +3,309 shares

    0.01% of the 13F portfolio, value $2,316,922.

    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 51,987 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,157,465.

    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).