Skip to content
Disclosery

Rockefeller Capital Management L.P.: IUSV position timeline

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

Rockefeller Capital Management L.P. held 221,191 IUSV 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 221,191 shares
    Change vs previous 13F +4,629 shares

    0.04% of the 13F portfolio, value $24,364,194.

    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 216,562 shares
    Change vs previous 13F -75 shares

    0.04% of the 13F portfolio, value $22,143,558.

    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 216,637 shares
    Change vs previous 13F +38,676 shares

    0.04% of the 13F portfolio, value $22,213,996.

    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 177,961 shares
    Change vs previous 13F +7,084 shares

    0.03% of the 13F portfolio, value $17,787,300.

    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 170,877 shares
    Change vs previous 13F +38,964 shares

    0.04% of the 13F portfolio, value $16,170,106.

    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 131,913 shares
    Change vs previous 13F -1,533 shares

    0.03% of the 13F portfolio, value $12,174,312.

    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 133,446 shares
    Change vs previous 13F +5,802 shares

    0.03% of the 13F portfolio, value $12,355,777.

    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 127,644 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $12,188,760.

    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).