Franklin Resources: ALEX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Franklin Resources on ALEX, newest first. How the timeline and the estimate are built.

Franklin Resources held 0 ALEX shares at 2026-03-31 per its 13F-HR filed 2026-05-13.

the latest 13F is the newest step

period ended2026-03-31
13F 0 shares
Change vs previous 13F -146,649 shares
13F-HR 0000038777-26-000124 filed by FRANKLIN RESOURCES INC
Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2025-12-31
13F 146,649 shares
Change vs previous 13F -2,950,060 shares
<0.01% of the 13F portfolio, value $3,026,836.
13F-HR 0000038777-26-000055 filed by FRANKLIN RESOURCES INC
Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- FRANKLIN RESOURCES INC: 146,649 shares
- Clearbridge Investments, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 3,096,709 shares
Change vs previous 13F +156,332 shares
0.01% of the 13F portfolio, value $57,223,531.
13F-HR 0000038777-25-000239 filed by FRANKLIN RESOURCES INC
Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- FRANKLIN RESOURCES INC: 2,664,150 shares
- Clearbridge Investments, LLC: 432,559 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 2,940,377 shares
Change vs previous 13F +546,475 shares
0.01% of the 13F portfolio, value $52,426,927.
13F-HR 0000038777-25-000153 filed by FRANKLIN RESOURCES INC
Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- FRANKLIN RESOURCES INC: 2,517,438 shares
- Clearbridge Investments, LLC: 422,939 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 2,393,902 shares
Change vs previous 13F -1,059,453 shares
0.01% of the 13F portfolio, value $41,246,932.
13F-HR 0000038777-25-000090 filed by FRANKLIN RESOURCES INC
Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- FRANKLIN RESOURCES INC: 1,891,149 shares
- Clearbridge Investments, LLC: 502,753 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 3,453,355 shares
Change vs previous 13F -488,838 shares
0.01% of the 13F portfolio, value $61,262,517.
13F-HR 0000038777-25-000026 filed by FRANKLIN RESOURCES INC
Filed 2025-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- FRANKLIN RESOURCES INC: 2,838,415 shares
- Clearbridge Investments, LLC: 614,940 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F/A 3,942,193 shares
Change vs previous 13F not available
0.02% of the 13F portfolio, value $73,425,396.
13F-HR/A 0000038777-24-000215 filed by FRANKLIN RESOURCES INC
Filed 2024-11-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- FRANKLIN RESOURCES INC: 3,330,463 shares
- Clearbridge Investments, LLC: 611,730 shares
Acceptance time not in the bulk data set (spec §4.2).