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Rockefeller Capital Management L.P.: IWB position timeline

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

Rockefeller Capital Management L.P. held 134,401 IWB 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 134,401 shares
    Change vs previous 13F -4,044 shares

    0.08% of the 13F portfolio, value $55,037,996.

    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 138,445 shares
    Change vs previous 13F -13,681 shares

    0.09% of the 13F portfolio, value $49,364,445.

    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 152,126 shares
    Change vs previous 13F +27,932 shares

    0.1% of the 13F portfolio, value $56,810,038.

    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 124,194 shares
    Change vs previous 13F +1,956 shares

    0.09% of the 13F portfolio, value $45,390,746.

    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 122,238 shares
    Change vs previous 13F +326 shares

    0.09% of the 13F portfolio, value $42,417,154.

    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 121,912 shares
    Change vs previous 13F +4,705 shares

    0.09% of the 13F portfolio, value $37,395,515.

    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 117,207 shares
    Change vs previous 13F +3,308 shares

    0.1% of the 13F portfolio, value $37,759,927.

    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 113,899 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $35,809,064.

    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).