Franklin Resources: ATO position timeline

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

Franklin Resources held 278,488 ATO shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

period ended2026-06-30
13F 278,488 shares
Change vs previous 13F +17,406 shares
0.01% of the 13F portfolio, value $47,975,088.
13F-HR 0001348883-26-000018 filed by Clearbridge Investments, LLC
Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- FRANKLIN RESOURCES INC: 24,202 shares
- Clearbridge Investments, LLC: 254,286 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 261,082 shares
Change vs previous 13F +84,671 shares
0.01% of the 13F portfolio, value $48,227,059.
13F-HR 0001348883-26-000011 filed by Clearbridge Investments, LLC
Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- FRANKLIN RESOURCES INC: 39,213 shares
- Clearbridge Investments, LLC: 221,869 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 176,411 shares
Change vs previous 13F +42,300 shares
0.01% of the 13F portfolio, value $29,571,759.
13F-HR 0001348883-26-000001 filed by Clearbridge Investments, LLC
Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- FRANKLIN RESOURCES INC: 39,778 shares
- Clearbridge Investments, LLC: 136,633 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 134,111 shares
Change vs previous 13F +91,194 shares
<0.01% of the 13F portfolio, value $22,885,299.
13F-HR 0001348883-25-000015 filed by Clearbridge Investments, LLC
Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- FRANKLIN RESOURCES INC: 44,720 shares
- Clearbridge Investments, LLC: 89,391 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 42,917 shares
Change vs previous 13F +458 shares
<0.01% of the 13F portfolio, value $6,613,940.
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: 39,167 shares
- Clearbridge Investments, LLC: 3,750 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 42,459 shares
Change vs previous 13F +2,744 shares
<0.01% of the 13F portfolio, value $6,563,311.
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: 38,709 shares
- Clearbridge Investments, LLC: 3,750 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 39,715 shares
Change vs previous 13F +14,794 shares
<0.01% of the 13F portfolio, value $5,531,108.
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: 35,965 shares
- Clearbridge Investments, LLC: 3,750 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F/A 24,921 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $3,490,031.
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: 21,171 shares
- Clearbridge Investments, LLC: 3,750 shares
Acceptance time not in the bulk data set (spec §4.2).