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Rockefeller Capital Management L.P.: IWD position timeline

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

Rockefeller Capital Management L.P. held 1,534,580 IWD 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 1,534,580 shares
    Change vs previous 13F -4,177 shares

    0.57% of the 13F portfolio, value $372,028,568.

    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 1,538,757 shares
    Change vs previous 13F +98,256 shares

    0.58% of the 13F portfolio, value $328,786,424.

    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 1,440,501 shares
    Change vs previous 13F +319,319 shares

    0.55% of the 13F portfolio, value $302,995,085.

    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 1,121,182 shares
    Change vs previous 13F +12,382 shares

    0.45% of the 13F portfolio, value $228,261,658.

    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 1,108,800 shares
    Change vs previous 13F +16,307 shares

    0.47% of the 13F portfolio, value $216,458,822.

    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 1,092,493 shares
    Change vs previous 13F +76,033 shares

    0.51% of the 13F portfolio, value $205,563,727.

    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 1,016,460 shares
    Change vs previous 13F +746 shares

    0.49% of the 13F portfolio, value $188,163,371.

    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 1,015,714 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $192,757,814.

    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).