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Rockefeller Capital Management L.P.: IEX position timeline

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

Rockefeller Capital Management L.P. held 3,567 IEX 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 3,567 shares
    Change vs previous 13F -126 shares

    <0.01% of the 13F portfolio, value $809,706.

    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 3,693 shares
    Change vs previous 13F +1,618 shares

    <0.01% of the 13F portfolio, value $700,086.

    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 2,075 shares
    Change vs previous 13F -723 shares

    <0.01% of the 13F portfolio, value $369,279.

    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 2,798 shares
    Change vs previous 13F -75,828 shares

    <0.01% of the 13F portfolio, value $455,474.

    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 78,626 shares
    Change vs previous 13F -42,236 shares

    0.03% of the 13F portfolio, value $13,804,398.

    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 120,862 shares
    Change vs previous 13F +11,816 shares

    0.05% of the 13F portfolio, value $21,872,544.

    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 109,046 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $22,822,643.

    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).