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Rockefeller Capital Management L.P.: IUSG position timeline

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

Rockefeller Capital Management L.P. held 192,183 IUSG 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 192,183 shares
    Change vs previous 13F +1,656 shares

    0.06% of the 13F portfolio, value $36,147,840.

    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 190,527 shares
    Change vs previous 13F +15,123 shares

    0.05% of the 13F portfolio, value $29,552,767.

    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 175,404 shares
    Change vs previous 13F +45,059 shares

    0.05% of the 13F portfolio, value $29,457,350.

    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 130,345 shares
    Change vs previous 13F +6,435 shares

    0.04% of the 13F portfolio, value $21,446,996.

    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 123,910 shares
    Change vs previous 13F +21,433 shares

    0.04% of the 13F portfolio, value $18,636,109.

    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 102,477 shares
    Change vs previous 13F +369 shares

    0.03% of the 13F portfolio, value $13,022,802.

    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 102,108 shares
    Change vs previous 13F +7,056 shares

    0.04% of the 13F portfolio, value $14,228,789.

    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 95,052 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $12,538,412.

    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).