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Epoch Investment Partners, Inc.: PEP position timeline

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

Epoch Investment Partners, Inc. held 319,308 PEP 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 319,308 shares
    Change vs previous 13F -27,654 shares

    0.25% of the 13F portfolio, value $43,234,304.

    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 346,962 shares
    Change vs previous 13F +7,777 shares

    0.33% of the 13F portfolio, value $53,879,729.

    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 339,185 shares
    Change vs previous 13F -12,483 shares

    0.28% of the 13F portfolio, value $48,679,832.

    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 351,668 shares
    Change vs previous 13F -17,144 shares

    0.27% of the 13F portfolio, value $49,388,254.

    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 368,812 shares
    Change vs previous 13F -17,292 shares

    0.25% of the 13F portfolio, value $48,697,936.

    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 386,104 shares
    Change vs previous 13F +103,229 shares

    0.3% of the 13F portfolio, value $57,892,434.

    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 282,875 shares
    Change vs previous 13F -33,573 shares

    0.21% of the 13F portfolio, value $43,013,972.

    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 316,448 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $53,811,983.

    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).