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Rockefeller Capital Management L.P.: IWS position timeline

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

Rockefeller Capital Management L.P. held 175,026 IWS 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 175,026 shares
    Change vs previous 13F -2,864 shares

    0.04% of the 13F portfolio, value $28,809,398.

    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 177,890 shares
    Change vs previous 13F -20,342 shares

    0.05% of the 13F portfolio, value $25,925,817.

    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 198,232 shares
    Change vs previous 13F +39,976 shares

    0.05% of the 13F portfolio, value $27,960,729.

    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 158,256 shares
    Change vs previous 13F +6,322 shares

    0.04% of the 13F portfolio, value $22,103,752.

    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 151,934 shares
    Change vs previous 13F -15,530 shares

    0.04% of the 13F portfolio, value $20,076,674.

    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 167,464 shares
    Change vs previous 13F +10,359 shares

    0.05% of the 13F portfolio, value $21,095,557.

    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 157,105 shares
    Change vs previous 13F +3,610 shares

    0.05% of the 13F portfolio, value $20,319,964.

    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 153,495 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $20,299,744.

    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).