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Franklin Resources: BETA position timeline

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

Franklin Resources held 890,249 BETA 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 890,249 shares
    Change vs previous 13F +165,376 shares

    0.01% of the 13F portfolio, value $14,911,679.

    13F-HR 0001348883-26-000018 filed by Clearbridge Investments, LLC
    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 724,873 shares
    Change vs previous 13F +72,538 shares

    0.01% of the 13F portfolio, value $10,655,629.

    13F-HR 0001348883-26-000011 filed by Clearbridge Investments, LLC
    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 652,335 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $18,402,369.

    13F-HR 0001348883-26-000001 filed by Clearbridge Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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