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Rockefeller Capital Management L.P.: IVLU position timeline

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

Rockefeller Capital Management L.P. held 257,118 IVLU 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 257,118 shares
    Change vs previous 13F +25,738 shares

    0.02% of the 13F portfolio, value $10,752,702.

    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 231,380 shares
    Change vs previous 13F +25,061 shares

    0.02% of the 13F portfolio, value $9,181,189.

    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 206,319 shares
    Change vs previous 13F +13,764 shares

    0.01% of the 13F portfolio, value $7,850,467.

    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 192,555 shares
    Change vs previous 13F +26,856 shares

    0.01% of the 13F portfolio, value $6,831,877.

    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 165,699 shares
    Change vs previous 13F +39,365 shares

    0.01% of the 13F portfolio, value $5,449,864.

    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 126,334 shares
    Change vs previous 13F +38,030 shares

    0.01% of the 13F portfolio, value $3,829,202.

    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 88,304 shares
    Change vs previous 13F +321 shares

    0.01% of the 13F portfolio, value $2,393,938.

    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 87,983 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,598,167.

    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).