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Franklin Resources: DOCS position timeline

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

Franklin Resources held 697,009 DOCS 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 697,009 shares
    Change vs previous 13F -4,489,544 shares

    <0.01% of the 13F portfolio, value $14,455,967.

    13F-HR 0001348883-26-000018 filed by Clearbridge Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 324,437 shares
    • Clearbridge Investments, LLC: 372,572 shares

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

  2. period ended2026-03-31
    13F 5,186,553 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $120,846,696.

    13F-HR 0001348883-26-000011 filed by Clearbridge Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 211,155 shares
    • Clearbridge Investments, LLC: 4,975,398 shares

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