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Rockefeller Capital Management L.P.: IUSB position timeline

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

Rockefeller Capital Management L.P. held 327,135 IUSB 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 327,135 shares
    Change vs previous 13F -3,469 shares

    0.02% of the 13F portfolio, value $15,097,320.

    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 330,604 shares
    Change vs previous 13F -45,015 shares

    0.03% of the 13F portfolio, value $15,270,621.

    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 375,619 shares
    Change vs previous 13F +124,206 shares

    0.03% of the 13F portfolio, value $17,481,319.

    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 251,413 shares
    Change vs previous 13F -15,242 shares

    0.02% of the 13F portfolio, value $11,743,532.

    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 266,655 shares
    Change vs previous 13F -2,357 shares

    0.03% of the 13F portfolio, value $12,327,470.

    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 269,012 shares
    Change vs previous 13F +123,707 shares

    0.03% of the 13F portfolio, value $12,396,096.

    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 145,305 shares
    Change vs previous 13F +22,036 shares

    0.02% of the 13F portfolio, value $6,568,049.

    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 123,269 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $5,807,411.

    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).