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Rockefeller Capital Management L.P.: IQI position timeline

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

Rockefeller Capital Management L.P. held 32,065 IQI 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 32,065 shares
    Change vs previous 13F -3,008 shares

    <0.01% of the 13F portfolio, value $324,504.

    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 35,073 shares
    Change vs previous 13F -9,206 shares

    <0.01% of the 13F portfolio, value $337,410.

    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 44,279 shares
    Change vs previous 13F -4,098 shares

    <0.01% of the 13F portfolio, value $441,024.

    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 48,377 shares
    Change vs previous 13F -4,046 shares

    <0.01% of the 13F portfolio, value $476,514.

    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 52,423 shares
    Change vs previous 13F +948 shares

    <0.01% of the 13F portfolio, value $491,729.

    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 51,475 shares
    Change vs previous 13F -9,957 shares

    <0.01% of the 13F portfolio, value $498,278.

    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 61,432 shares
    Change vs previous 13F -15,977 shares

    <0.01% of the 13F portfolio, value $605,724.

    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 77,409 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $808,157.

    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).