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Rockefeller Capital Management L.P.: IVV position timeline

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

Rockefeller Capital Management L.P. held 1,203,391 IVV 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 1,203,391 shares
    Change vs previous 13F +55,133 shares

    1.38% of the 13F portfolio, value $901,209,096.

    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 1,148,258 shares
    Change vs previous 13F +66,317 shares

    1.33% of the 13F portfolio, value $750,054,569.

    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 1,081,941 shares
    Change vs previous 13F +248,631 shares

    1.33% of the 13F portfolio, value $741,066,086.

    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 833,310 shares
    Change vs previous 13F +14,124 shares

    1.09% of the 13F portfolio, value $557,735,031.

    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 819,186 shares
    Change vs previous 13F +7,099 shares

    1.13% of the 13F portfolio, value $516,082,097.

    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 812,087 shares
    Change vs previous 13F +73,521 shares

    1.13% of the 13F portfolio, value $456,312,669.

    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 738,566 shares
    Change vs previous 13F +20,615 shares

    1.13% of the 13F portfolio, value $434,601,116.

    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 717,951 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $413,984,088.

    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).