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Rockefeller Capital Management L.P.: IUS position timeline

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

Rockefeller Capital Management L.P. held 695,790 IUS 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 695,790 shares
    Change vs previous 13F +20,349 shares

    0.07% of the 13F portfolio, value $45,629,925.

    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 675,441 shares
    Change vs previous 13F +4,211 shares

    0.07% of the 13F portfolio, value $39,117,477.

    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 671,230 shares
    Change vs previous 13F +665,308 shares

    0.07% of the 13F portfolio, value $38,367,794.

    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 5,922 shares
    Change vs previous 13F -52,979 shares

    <0.01% of the 13F portfolio, value $326,994.

    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 58,901 shares
    Change vs previous 13F +27,115 shares

    0.01% of the 13F portfolio, value $3,033,435.

    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 31,786 shares
    Change vs previous 13F +18,630 shares

    <0.01% of the 13F portfolio, value $1,568,991.

    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 13,156 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $653,465.

    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).