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Rockefeller Capital Management L.P.: IWV position timeline

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

Rockefeller Capital Management L.P. held 74,325 IWV 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 74,325 shares
    Change vs previous 13F -1,058 shares

    0.05% of the 13F portfolio, value $31,692,532.

    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 75,383 shares
    Change vs previous 13F -1,421 shares

    0.05% of the 13F portfolio, value $27,943,060.

    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 76,804 shares
    Change vs previous 13F +15,353 shares

    0.05% of the 13F portfolio, value $29,711,901.

    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 61,451 shares
    Change vs previous 13F +2,994 shares

    0.05% of the 13F portfolio, value $23,286,883.

    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 58,457 shares
    Change vs previous 13F -953 shares

    0.05% of the 13F portfolio, value $20,869,855.

    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 59,410 shares
    Change vs previous 13F -236 shares

    0.05% of the 13F portfolio, value $18,871,288.

    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 59,646 shares
    Change vs previous 13F -7,166 shares

    0.05% of the 13F portfolio, value $19,937,154.

    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 66,812 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $21,829,518.

    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).