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Franklin Resources: HEI-A position timeline

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

Franklin Resources held 88,029 HEI-A 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 88,029 shares
    Change vs previous 13F -8,980 shares

    <0.01% of the 13F portfolio, value $22,703,571.

    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 97,009 shares
    Change vs previous 13F -2,031 shares

    0.01% of the 13F portfolio, value $20,477,629.

    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 99,040 shares
    Change vs previous 13F +8,857 shares

    0.01% of the 13F portfolio, value $25,000,668.

    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 90,183 shares
    Change vs previous 13F -193 shares

    0.01% of the 13F portfolio, value $22,914,599.

    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 90,376 shares
    Change vs previous 13F +20,032 shares

    0.01% of the 13F portfolio, value $23,384,791.

    13F-HR 0000038777-25-000153 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).

  6. period ended2025-03-31
    13F 70,344 shares
    Change vs previous 13F -1,164 shares

    <0.01% of the 13F portfolio, value $14,840,475.

    13F-HR 0000038777-25-000090 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).

  7. period ended2024-12-31
    13F 71,508 shares
    Change vs previous 13F -1,063 shares

    <0.01% of the 13F portfolio, value $13,306,209.

    13F-HR 0000038777-25-000026 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).

  8. period ended2024-09-30
    13F/A 72,571 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $15,037,437.

    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).