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Rockefeller Capital Management L.P.: BIV position timeline

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

Rockefeller Capital Management L.P. held 1,148,006 BIV 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 1,148,006 shares
    Change vs previous 13F +60,596 shares

    0.14% of the 13F portfolio, value $88,052,132.

    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 1,087,410 shares
    Change vs previous 13F +808,747 shares

    0.15% of the 13F portfolio, value $83,926,372.

    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 278,663 shares
    Change vs previous 13F +134,722 shares

    0.04% of the 13F portfolio, value $21,702,283.

    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 143,941 shares
    Change vs previous 13F +1,133 shares

    0.02% of the 13F portfolio, value $11,240,417.

    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 142,808 shares
    Change vs previous 13F +3,492 shares

    0.02% of the 13F portfolio, value $11,044,812.

    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 139,316 shares
    Change vs previous 13F -34,963 shares

    0.03% of the 13F portfolio, value $10,667,483.

    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 174,279 shares
    Change vs previous 13F +42,621 shares

    0.03% of the 13F portfolio, value $13,023,934.

    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 131,658 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $10,318,109.

    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).