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
- period ended2026-06-3013F 1,945,456 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,081,821 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,500,598 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,231,382 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,759,650 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,135,411 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,309,547 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,143,614 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).