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Disclosery

Epoch Investment Partners, Inc.: LPLA position timeline

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

Epoch Investment Partners, Inc. held 447,634 LPLA 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 447,634 shares
    Change vs previous 13F +39,333 shares

    0.72% of the 13F portfolio, value $126,089,545.

    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 408,301 shares
    Change vs previous 13F -54,149 shares

    0.74% of the 13F portfolio, value $122,829,190.

    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 462,450 shares
    Change vs previous 13F -20,248 shares

    0.94% of the 13F portfolio, value $165,173,266.

    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 482,698 shares
    Change vs previous 13F -96,922 shares

    0.88% of the 13F portfolio, value $160,588,797.

    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 579,620 shares
    Change vs previous 13F -5,946 shares

    1.12% of the 13F portfolio, value $217,340,111.

    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 585,566 shares
    Change vs previous 13F -140,006 shares

    0.99% of the 13F portfolio, value $191,562,061.

    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 725,572 shares
    Change vs previous 13F +25,538 shares

    1.15% of the 13F portfolio, value $236,906,513.

    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 700,034 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $162,848,909.

    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).