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Rockefeller Capital Management L.P.: IOO position timeline

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

Rockefeller Capital Management L.P. held 72,583 IOO 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 72,583 shares
    Change vs previous 13F +38,763 shares

    0.02% of the 13F portfolio, value $9,914,934.

    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 33,820 shares
    Change vs previous 13F +3,157 shares

    0.01% of the 13F portfolio, value $4,091,367.

    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 30,663 shares
    Change vs previous 13F +9,088 shares

    0.01% of the 13F portfolio, value $3,884,253.

    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 21,575 shares
    Change vs previous 13F -1,683 shares

    0.01% of the 13F portfolio, value $2,589,247.

    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 23,258 shares
    Change vs previous 13F +467 shares

    0.01% of the 13F portfolio, value $2,507,473.

    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 22,791 shares
    Change vs previous 13F +4,663 shares

    0.01% of the 13F portfolio, value $2,194,629.

    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 18,128 shares
    Change vs previous 13F +2,323 shares

    <0.01% of the 13F portfolio, value $1,826,836.

    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 15,805 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,567,223.

    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).