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Rockefeller Capital Management L.P.: IBB position timeline

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

Rockefeller Capital Management L.P. held 146,356 IBB 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 146,356 shares
    Change vs previous 13F +9,407 shares

    0.04% of the 13F portfolio, value $27,835,713.

    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 136,949 shares
    Change vs previous 13F -10,758 shares

    0.04% of the 13F portfolio, value $23,124,025.

    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 147,707 shares
    Change vs previous 13F +21,052 shares

    0.04% of the 13F portfolio, value $24,928,776.

    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 126,655 shares
    Change vs previous 13F -4,880 shares

    0.04% of the 13F portfolio, value $18,285,228.

    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 131,535 shares
    Change vs previous 13F -11,796 shares

    0.04% of the 13F portfolio, value $16,640,599.

    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 143,331 shares
    Change vs previous 13F +1,480 shares

    0.05% of the 13F portfolio, value $18,332,126.

    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 141,851 shares
    Change vs previous 13F -4,943 shares

    0.05% of the 13F portfolio, value $18,756,705.

    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 146,794 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $21,369,213.

    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).