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Disclosery

Franklin Resources: HLNE position timeline

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

Franklin Resources held 791,354 HLNE 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 791,354 shares
    Change vs previous 13F -21,500 shares

    0.01% of the 13F portfolio, value $62,382,476.

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

    • FRANKLIN RESOURCES INC: 193,125 shares
    • Clearbridge Investments, LLC: 598,229 shares

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

  2. period ended2026-03-31
    13F 812,854 shares
    Change vs previous 13F +149,932 shares

    0.02% of the 13F portfolio, value $80,797,621.

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

    • FRANKLIN RESOURCES INC: 144,167 shares
    • Clearbridge Investments, LLC: 668,687 shares

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

  3. period ended2025-12-31
    13F 662,922 shares
    Change vs previous 13F +455 shares

    0.07% of the 13F portfolio, value $89,037,070.

    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).

  4. period ended2025-09-30
    13F 662,467 shares
    Change vs previous 13F -45,988 shares

    0.07% of the 13F portfolio, value $89,293,963.

    13F-HR 0001348883-25-000015 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).

  5. period ended2025-06-30
    13F 708,455 shares
    Change vs previous 13F -222,995 shares

    0.08% of the 13F portfolio, value $100,685,578.

    13F-HR 0001348883-25-000013 filed by Clearbridge Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 0 shares
    • Clearbridge Investments, LLC: 708,455 shares

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

  6. period ended2025-03-31
    13F 931,450 shares
    Change vs previous 13F -191,185 shares

    0.03% of the 13F portfolio, value $138,478,678.

    13F-HR 0001348883-25-000011 filed by Clearbridge Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 131,720 shares
    • Clearbridge Investments, LLC: 799,730 shares

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

  7. period ended2024-12-31
    13F 1,122,635 shares
    Change vs previous 13F -123,971 shares

    0.03% of the 13F portfolio, value $166,206,106.

    13F-HR 0001348883-25-000002 filed by Clearbridge Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 232,025 shares
    • Clearbridge Investments, LLC: 890,610 shares

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

  8. period ended2024-09-30
    13F/A 1,246,606 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $211,536,917.

    13F-HR 0001348883-24-000021 filed by Clearbridge Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 184,836 shares
    • Clearbridge Investments, LLC: 1,061,770 shares

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