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Rockefeller Capital Management L.P.: IWY position timeline

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

Rockefeller Capital Management L.P. held 31,289 IWY 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 31,289 shares
    Change vs previous 13F -9,875 shares

    0.01% of the 13F portfolio, value $9,093,254.

    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 41,164 shares
    Change vs previous 13F +14,430 shares

    0.02% of the 13F portfolio, value $10,243,372.

    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 26,734 shares
    Change vs previous 13F +13,378 shares

    0.01% of the 13F portfolio, value $7,403,863.

    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 13,356 shares
    Change vs previous 13F +1,721 shares

    0.01% of the 13F portfolio, value $3,654,955.

    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 11,635 shares
    Change vs previous 13F -914 shares

    0.01% of the 13F portfolio, value $2,868,353.

    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 12,549 shares
    Change vs previous 13F -2,288 shares

    0.01% of the 13F portfolio, value $2,647,164.

    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 14,837 shares
    Change vs previous 13F -412 shares

    0.01% of the 13F portfolio, value $3,490,789.

    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 15,249 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,355,688.

    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).