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Rockefeller Capital Management L.P.: ITOT position timeline

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

Rockefeller Capital Management L.P. held 546,556 ITOT 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 546,556 shares
    Change vs previous 13F +31,943 shares

    0.14% of the 13F portfolio, value $89,782,969.

    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 514,613 shares
    Change vs previous 13F +89,174 shares

    0.13% of the 13F portfolio, value $73,296,442.

    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 425,439 shares
    Change vs previous 13F +226,288 shares

    0.11% of the 13F portfolio, value $63,258,655.

    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 199,151 shares
    Change vs previous 13F +95,141 shares

    0.06% of the 13F portfolio, value $29,006,543.

    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 104,010 shares
    Change vs previous 13F +10,832 shares

    0.03% of the 13F portfolio, value $14,045,645.

    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 93,178 shares
    Change vs previous 13F +29,118 shares

    0.03% of the 13F portfolio, value $11,368,800.

    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 64,060 shares
    Change vs previous 13F +5,987 shares

    0.02% of the 13F portfolio, value $8,239,502.

    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 58,073 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $7,295,305.

    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).