Current Market Value 6,335,935,000
Current Holdings 522
Most Recent File Date 2018-02-02
Total Filings on Record 19
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Rockefeller Financial Services Inc . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2018-02-02 2017-12-31 13F-HR 522 6,335,935
2017-10-20 2017-09-30 13F-HR 533 5,251,768
2017-07-18 2017-06-30 13F-HR 452 5,037,310
2017-04-28 2017-03-31 13F-HR 472 5,006,110
2017-01-19 2016-12-31 13F-HR 513 4,921,520
2016-10-28 2016-09-30 13F-HR 465 4,788,302
2016-07-20 2016-06-30 13F-HR 480 5,003,925
2016-04-28 2016-03-31 13F-HR 614 5,151,215
2016-02-03 2015-12-31 13F-HR 543 5,146,656
2015-10-23 2015-09-30 13F-HR 519 4,916,519
2015-07-14 2015-06-30 13F-HR 466 4,825,015
2015-05-05 2015-03-31 13F-HR 520 4,628,466
2015-01-28 2014-12-31 13F-HR 0 0
2014-11-05 2014-09-30 13F-HR 490 4,487,493
2014-07-25 2014-06-30 13F-HR 632 4,448,788
2014-05-05 2014-03-31 13F-HR 512 4,617,111
2014-02-03 2013-12-31 13F-HR 510 4,628,343
2013-10-25 2013-09-30 13F-HR 507 4,299,305
2013-08-06 2013-06-30 13F-HR 503 4,172,274