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Rockefeller Capital Management L.P.: XYZ position timeline

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

Rockefeller Capital Management L.P. held 610,187 XYZ 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 610,187 shares
    Change vs previous 13F +2,839 shares

    0.07% of the 13F portfolio, value $46,374,282.

    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 607,348 shares
    Change vs previous 13F +71,080 shares

    0.06% of the 13F portfolio, value $36,550,227.

    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 536,268 shares
    Change vs previous 13F +6,176 shares

    0.06% of the 13F portfolio, value $34,905,744.

    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 530,092 shares
    Change vs previous 13F -159,758 shares

    0.07% of the 13F portfolio, value $38,309,783.

    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 689,850 shares
    Change vs previous 13F +121,616 shares

    0.1% of the 13F portfolio, value $46,861,582.

    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 568,234 shares
    Change vs previous 13F +5,711 shares

    0.08% of the 13F portfolio, value $30,872,211.

    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 562,523 shares
    Change vs previous 13F +261,126 shares

    0.12% of the 13F portfolio, value $47,808,825.

    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 301,397 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $20,233,051.

    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).