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Rockefeller Capital Management L.P.: IVOO position timeline

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

Rockefeller Capital Management L.P. held 95,378 IVOO 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 95,378 shares
    Change vs previous 13F +1,712 shares

    0.02% of the 13F portfolio, value $12,437,392.

    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 93,666 shares
    Change vs previous 13F +36,096 shares

    0.02% of the 13F portfolio, value $10,707,954.

    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 57,570 shares
    Change vs previous 13F +13,654 shares

    0.01% of the 13F portfolio, value $6,436,370.

    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 43,916 shares
    Change vs previous 13F -49 shares

    0.01% of the 13F portfolio, value $4,847,550.

    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 43,965 shares
    Change vs previous 13F +458 shares

    0.01% of the 13F portfolio, value $4,615,474.

    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 43,507 shares
    Change vs previous 13F -14,777 shares

    0.01% of the 13F portfolio, value $4,294,212.

    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 58,284 shares
    Change vs previous 13F +30,141 shares

    0.02% of the 13F portfolio, value $6,149,053.

    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 28,143 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,972,800.

    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).