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Rockefeller Capital Management L.P.: IWR position timeline

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

Rockefeller Capital Management L.P. held 961,062 IWR 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 961,062 shares
    Change vs previous 13F +11,475 shares

    0.16% of the 13F portfolio, value $106,024,463.

    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 949,587 shares
    Change vs previous 13F +24,012 shares

    0.16% of the 13F portfolio, value $92,328,381.

    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 925,575 shares
    Change vs previous 13F +247,166 shares

    0.16% of the 13F portfolio, value $89,105,176.

    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 678,409 shares
    Change vs previous 13F -4,151 shares

    0.13% of the 13F portfolio, value $65,500,528.

    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 682,560 shares
    Change vs previous 13F -113,107 shares

    0.14% of the 13F portfolio, value $62,891,475.

    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 795,667 shares
    Change vs previous 13F +60,395 shares

    0.17% of the 13F portfolio, value $67,687,497.

    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 735,272 shares
    Change vs previous 13F +183,303 shares

    0.17% of the 13F portfolio, value $64,984,484.

    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 551,969 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $48,637,806.

    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).