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Disclosery

Franklin Resources: APAM position timeline

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

Franklin Resources held 196,902 APAM 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 196,902 shares
    Change vs previous 13F -6,649 shares

    <0.01% of the 13F portfolio, value $6,799,027.

    13F-HR 0000038777-26-000222 filed by FRANKLIN RESOURCES 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 203,551 shares
    Change vs previous 13F +8,072 shares

    <0.01% of the 13F portfolio, value $7,407,222.

    13F-HR 0000038777-26-000124 filed by FRANKLIN RESOURCES 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 195,479 shares
    Change vs previous 13F +50,735 shares

    <0.01% of the 13F portfolio, value $7,963,814.

    13F-HR 0000829108-26-000001 filed by Brandywine Global Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 90,529 shares
    • Brandywine Global Investment Management, LLC: 104,950 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 144,744 shares
    Change vs previous 13F +16,433 shares

    <0.01% of the 13F portfolio, value $6,281,889.

    13F-HR 0000829108-25-000008 filed by Brandywine Global Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 71,004 shares
    • Brandywine Global Investment Management, LLC: 73,740 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 128,311 shares
    Change vs previous 13F +75,482 shares

    <0.01% of the 13F portfolio, value $5,688,027.

    13F-HR 0000829108-25-000004 filed by Brandywine Global Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 51,871 shares
    • Brandywine Global Investment Management, LLC: 76,440 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 52,829 shares
    Change vs previous 13F +1,825 shares

    <0.01% of the 13F portfolio, value $2,065,614.

    13F-HR 0000038777-25-000090 filed by FRANKLIN RESOURCES 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 51,004 shares
    Change vs previous 13F +3,205 shares

    <0.01% of the 13F portfolio, value $2,195,723.

    13F-HR 0000038777-25-000026 filed by FRANKLIN RESOURCES 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/A 47,799 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,119,886.

    13F-HR/A 0000038777-24-000215 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).