Skip to content
Disclosery

Copeland Capital Management, LLC: HLNE position timeline

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

Copeland Capital Management, LLC held 741,678 HLNE shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 741,678 shares
    Change vs previous 13F +255,238 shares

    1.48% of the 13F portfolio, value $64,422,172.

    13F-HR 0001580642-26-006863 filed by Copeland Capital Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 486,440 shares
    Change vs previous 13F -19,366 shares

    0.79% of the 13F portfolio, value $38,346,071.

    13F-HR 0001580642-26-004833 filed by Copeland Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 505,806 shares
    Change vs previous 13F -18,360 shares

    1.12% of the 13F portfolio, value $50,277,199.

    13F-HR 0001580642-26-002984 filed by Copeland Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 524,166 shares
    Change vs previous 13F +28,981 shares

    1.57% of the 13F portfolio, value $70,400,829.

    13F-HR 0001580642-26-000539 filed by Copeland Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 495,185 shares
    Change vs previous 13F -25,851 shares

    1.39% of the 13F portfolio, value $66,746,227.

    13F-HR 0001580642-25-006630 filed by Copeland Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 521,036 shares
    Change vs previous 13F -243,853 shares

    1.52% of the 13F portfolio, value $74,049,819.

    13F-HR 0001580642-25-004379 filed by Copeland Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 764,889 shares
    Change vs previous 13F -18,698 shares

    2.28% of the 13F portfolio, value $113,716,304.

    13F-HR 0001580642-25-002522 filed by Copeland Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 783,587 shares
    Change vs previous 13F not available

    2.16% of the 13F portfolio, value $116,010,238.

    13F-HR 0001580642-25-000412 filed by Copeland Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).