Skip to content
Disclosery

Rockefeller Capital Management L.P.: IWM position timeline

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

Rockefeller Capital Management L.P. held 781,614 IWM 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 781,614 shares
    Change vs previous 13F +10,848 shares

    0.36% of the 13F portfolio, value $234,837,043.

    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 770,766 shares
    Change vs previous 13F +59,488 shares

    0.34% of the 13F portfolio, value $191,150,924.

    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 711,278 shares
    Change vs previous 13F -5,615 shares

    0.32% of the 13F portfolio, value $175,088,484.

    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 716,893 shares
    Change vs previous 13F -77,024 shares

    0.34% of the 13F portfolio, value $173,459,710.

    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 793,917 shares
    Change vs previous 13F -129,490 shares

    0.38% of the 13F portfolio, value $173,640,111.

    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 923,407 shares
    Change vs previous 13F +20,819 shares

    0.45% of the 13F portfolio, value $184,210,722.

    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 902,588 shares
    Change vs previous 13F +76,498 shares

    0.52% of the 13F portfolio, value $199,405,522.

    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 826,090 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $182,444,914.

    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).