Rockefeller Capital Management »

Profesionally Managed Portfo shares owned by Rockefeller Capital Management

Quarter-by-quarter ownership of Profesionally Managed Portfo (CSMD) shares owned by Rockefeller Capital Management from 13F filings

Historical chart of Rockefeller Capital Management investment in Profesionally Managed Portfo

Tip: Access up to 7 years of quarterly data

All positions including Profesionally Managed Portfo held by Rockefeller Capital Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Profesionally Managed Portfo by Rockefeller Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 38k 33.31
2025-06-30 $1.6M 50k 31.18
2025-03-31 $1.4M 50k 27.66