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Disclosery

Epoch Investment Partners, Inc.: HALO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Epoch Investment Partners, Inc. on HALO, newest first. How the timeline and the estimate are built.

Epoch Investment Partners, Inc. held 1,098,532 HALO 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 1,098,532 shares
    Change vs previous 13F -39,845 shares

    0.49% of the 13F portfolio, value $85,982,100.

    13F-HR 0001172661-26-003392 filed by Epoch Investment Partners, Inc.
    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 1,138,377 shares
    Change vs previous 13F +605,018 shares

    0.45% of the 13F portfolio, value $73,573,306.

    13F-HR 0001172661-26-001965 filed by Epoch Investment Partners, Inc.
    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 533,359 shares
    Change vs previous 13F -63,247 shares

    0.2% of the 13F portfolio, value $35,895,061.

    13F-HR 0001172661-26-000792 filed by Epoch Investment Partners, Inc.
    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 596,606 shares
    Change vs previous 13F -35,275 shares

    0.24% of the 13F portfolio, value $43,755,084.

    13F-HR 0001172661-25-004773 filed by Epoch Investment Partners, Inc.
    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 631,881 shares
    Change vs previous 13F -195,366 shares

    0.17% of the 13F portfolio, value $32,870,450.

    13F-HR 0001172661-25-003170 filed by Epoch Investment Partners, Inc.
    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 827,247 shares
    Change vs previous 13F +48,936 shares

    0.27% of the 13F portfolio, value $52,786,631.

    13F-HR 0001172661-25-001908 filed by Epoch Investment Partners, Inc.
    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 778,311 shares
    Change vs previous 13F -74,956 shares

    0.18% of the 13F portfolio, value $37,211,049.

    13F-HR 0001172661-25-000806 filed by Epoch Investment Partners, Inc.
    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 853,267 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $48,841,003.

    13F-HR 0001172661-24-004644 filed by Epoch Investment Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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