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Rockefeller Capital Management L.P.: IVW position timeline

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

Rockefeller Capital Management L.P. held 900,491 IVW 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 900,491 shares
    Change vs previous 13F +15,040 shares

    0.19% of the 13F portfolio, value $123,844,579.

    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 885,451 shares
    Change vs previous 13F +48,705 shares

    0.18% of the 13F portfolio, value $100,153,563.

    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 836,746 shares
    Change vs previous 13F +159,509 shares

    0.19% of the 13F portfolio, value $103,137,531.

    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 677,237 shares
    Change vs previous 13F +13,432 shares

    0.16% of the 13F portfolio, value $81,756,130.

    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 663,805 shares
    Change vs previous 13F +12,951 shares

    0.16% of the 13F portfolio, value $73,343,241.

    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 650,854 shares
    Change vs previous 13F +45,013 shares

    0.15% of the 13F portfolio, value $60,418,864.

    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 605,841 shares
    Change vs previous 13F +84,208 shares

    0.16% of the 13F portfolio, value $61,510,190.

    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 521,633 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $49,945,823.

    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).