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Epoch Investment Partners, Inc.: HESM position timeline

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

Epoch Investment Partners, Inc. held 1,945,456 HESM 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 1,945,456 shares
    Change vs previous 13F -136,365 shares

    0.42% of the 13F portfolio, value $73,149,145.

    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 2,081,821 shares
    Change vs previous 13F -418,777 shares

    0.49% of the 13F portfolio, value $80,920,382.

    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 2,500,598 shares
    Change vs previous 13F +269,216 shares

    0.49% of the 13F portfolio, value $86,270,632.

    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 2,231,382 shares
    Change vs previous 13F -528,268 shares

    0.42% of the 13F portfolio, value $77,094,248.

    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 2,759,650 shares
    Change vs previous 13F -375,761 shares

    0.55% of the 13F portfolio, value $106,274,122.

    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 3,135,411 shares
    Change vs previous 13F -174,136 shares

    0.69% of the 13F portfolio, value $132,596,532.

    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 3,309,547 shares
    Change vs previous 13F +165,933 shares

    0.59% of the 13F portfolio, value $122,552,526.

    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 3,143,614 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $110,875,266.

    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).