ROCKEFELLER FINANCIAL SERVICES INC: IWM position timeline

ROCKEFELLER FINANCIAL SERVICES INC held 55,416 IWM shares at 2017-12-31 per its 13F-HR filed 2018-02-02.

the latest 13F is the newest step

1. period ended2017-12-31

   13F 55,416 shares

   Change vs previous 13F -36,146 shares

   0.13% of the 13F portfolio, value $8,448,000.

   13F-HR 0000869878-18-000009 filed by ROCKEFELLER FINANCIAL SERVICES INC
   Filed 2018-02-02 (acceptance time not in the bulk data set), ingested 2026-10-07 19:06:41 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2017-09-30

   13F 91,562 shares

   Change vs previous 13F -4,751 shares

   0.26% of the 13F portfolio, value $13,568,000.

   13F-HR 0000869878-17-000031 filed by ROCKEFELLER FINANCIAL SERVICES INC
   Filed 2017-10-20 (acceptance time not in the bulk data set), ingested 2026-10-07 19:07:28 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2017-06-30

   13F 96,313 shares

   Change vs previous 13F -1,662 shares

   0.27% of the 13F portfolio, value $13,572,000.

   13F-HR 0000869878-17-000017 filed by ROCKEFELLER FINANCIAL SERVICES INC
   Filed 2017-07-18 (acceptance time not in the bulk data set), ingested 2026-10-07 19:08:39 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2017-03-31

   13F 97,975 shares

   Change vs previous 13F +1,665 shares

   0.27% of the 13F portfolio, value $13,470,000.

   13F-HR 0000869878-17-000008 filed by ROCKEFELLER FINANCIAL SERVICES INC
   Filed 2017-04-28 (acceptance time not in the bulk data set), ingested 2026-10-07 19:09:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2016-12-31

   13F 96,310 shares

   Change vs previous 13F -361 shares

   0.26% of the 13F portfolio, value $12,987,000.

   13F-HR 0000315123-17-000009 filed by ROCKEFELLER FINANCIAL SERVICES INC
   Filed 2017-01-19 (acceptance time not in the bulk data set), ingested 2026-10-07 19:10:24 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2016-09-30

   13F 96,671 shares

   Change vs previous 13F -878 shares

   0.25% of the 13F portfolio, value $12,008,000.

   13F-HR 0000315123-16-000074 filed by ROCKEFELLER FINANCIAL SERVICES INC
   Filed 2016-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 19:11:14 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2016-06-30

   13F 97,549 shares

   Change vs previous 13F +15,242 shares

   0.22% of the 13F portfolio, value $11,216,000.

   13F-HR 0000315123-16-000065 filed by ROCKEFELLER FINANCIAL SERVICES INC
   Filed 2016-07-20 (acceptance time not in the bulk data set), ingested 2026-10-07 19:12:22 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2016-03-31

   13F 82,307 shares

   Change vs previous 13F not available

   0.18% of the 13F portfolio, value $9,106,000.

   13F-HR 0000315123-16-000056 filed by ROCKEFELLER FINANCIAL SERVICES INC
   Filed 2016-04-28 (acceptance time not in the bulk data set), ingested 2026-10-07 19:13:19 UTC

   Acceptance time not in the bulk data set (spec §4.2).