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Rockefeller Capital Management L.P.: IYZ position timeline

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

Rockefeller Capital Management L.P. held 37,581 IYZ 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 37,581 shares
    Change vs previous 13F -1,131 shares

    <0.01% of the 13F portfolio, value $1,590,063.

    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 38,712 shares
    Change vs previous 13F +14,938 shares

    <0.01% of the 13F portfolio, value $1,522,160.

    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 23,774 shares
    Change vs previous 13F -441 shares

    <0.01% of the 13F portfolio, value $805,970.

    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 24,215 shares
    Change vs previous 13F +2 shares

    <0.01% of the 13F portfolio, value $781,179.

    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 24,213 shares
    Change vs previous 13F -4,123 shares

    <0.01% of the 13F portfolio, value $721,066.

    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 28,336 shares
    Change vs previous 13F +3,785 shares

    <0.01% of the 13F portfolio, value $776,123.

    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 24,551 shares
    Change vs previous 13F +6,523 shares

    <0.01% of the 13F portfolio, value $658,726.

    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 18,028 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $455,412.

    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).