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Disclosery

Franklin Resources: EVR position timeline

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

Franklin Resources held 117,846 EVR 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 117,846 shares
    Change vs previous 13F -16,057 shares

    0.01% of the 13F portfolio, value $40,237,331.

    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 133,903 shares
    Change vs previous 13F -18,692 shares

    0.01% of the 13F portfolio, value $39,971,382.

    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 152,595 shares
    Change vs previous 13F -1,442 shares

    0.01% of the 13F portfolio, value $51,920,446.

    13F-HR 0000038777-26-000055 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).

  4. period ended2025-09-30
    13F 154,037 shares
    Change vs previous 13F +9,309 shares

    0.01% of the 13F portfolio, value $51,959,731.

    13F-HR 0000038777-25-000239 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).

  5. period ended2025-06-30
    13F 144,728 shares
    Change vs previous 13F -51,667 shares

    0.01% of the 13F portfolio, value $39,079,460.

    13F-HR 0000038777-25-000153 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 144,728 shares
    • Brandywine Global Investment Management, LLC: 0 shares

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

  6. period ended2025-03-31
    13F 196,395 shares
    Change vs previous 13F -55,340 shares

    0.01% of the 13F portfolio, value $39,224,032.

    13F-HR 0000038777-25-000090 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 151,259 shares
    • Brandywine Global Investment Management, LLC: 45,136 shares

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

  7. period ended2024-12-31
    13F 251,735 shares
    Change vs previous 13F -8,616 shares

    0.02% of the 13F portfolio, value $69,778,336.

    13F-HR 0000038777-25-000026 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 214,917 shares
    • Brandywine Global Investment Management, LLC: 36,818 shares

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

  8. period ended2024-09-30
    13F/A 260,351 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $70,560,329.

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

    • FRANKLIN RESOURCES INC: 223,369 shares
    • Brandywine Global Investment Management, LLC: 36,982 shares

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