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Disclosery

Franklin Resources: HCI position timeline

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

Franklin Resources held 4,793 HCI 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 4,793 shares
    Change vs previous 13F +824 shares

    <0.01% of the 13F portfolio, value $839,974.

    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 3,969 shares
    Change vs previous 13F +2 shares

    <0.01% of the 13F portfolio, value $613,647.

    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 3,967 shares
    Change vs previous 13F +45 shares

    <0.01% of the 13F portfolio, value $760,434.

    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 3,922 shares
    Change vs previous 13F -2,616 shares

    <0.01% of the 13F portfolio, value $752,750.

    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 6,538 shares
    Change vs previous 13F -20,075 shares

    <0.01% of the 13F portfolio, value $995,084.

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

    • FRANKLIN RESOURCES INC: 6,538 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 26,613 shares
    Change vs previous 13F -1,000 shares

    <0.01% of the 13F portfolio, value $3,971,458.

    13F-HR 0000829108-25-000003 filed by Brandywine Global Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 6,300 shares
    • Brandywine Global Investment Management, LLC: 20,313 shares

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

  7. period ended2024-12-31
    13F 27,613 shares
    Change vs previous 13F +21,321 shares

    <0.01% of the 13F portfolio, value $3,217,743.

    13F-HR 0000829108-25-000001 filed by Brandywine Global Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 6,300 shares
    • Brandywine Global Investment Management, LLC: 21,313 shares

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

  8. period ended2024-09-30
    13F/A 6,292 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $729,431.

    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).