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Disclosery

Franklin Resources: HTO position timeline

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

Franklin Resources held 149,693 HTO 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 149,693 shares
    Change vs previous 13F +30,814 shares

    <0.01% of the 13F portfolio, value $9,096,846.

    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 118,879 shares
    Change vs previous 13F -3,697 shares

    <0.01% of the 13F portfolio, value $6,974,630.

    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 122,576 shares
    Change vs previous 13F +5,103 shares

    <0.01% of the 13F portfolio, value $6,004,999.

    13F-HR 0000829108-26-000001 filed by Brandywine Global Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 40,649 shares
    • Brandywine Global Investment Management, LLC: 81,927 shares

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

  4. period ended2025-09-30
    13F 117,473 shares
    Change vs previous 13F +6,996 shares

    <0.01% of the 13F portfolio, value $5,720,934.

    13F-HR 0000038777-25-000239 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 99,464 shares
    • Brandywine Global Investment Management, LLC: 18,009 shares

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

  5. period ended2025-06-30
    13F 110,477 shares
    Change vs previous 13F +15,708 shares

    <0.01% of the 13F portfolio, value $5,741,490.

    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 94,769 shares
    Change vs previous 13F +50,251 shares

    <0.01% of the 13F portfolio, value $5,182,916.

    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 44,518 shares
    Change vs previous 13F +1,708 shares

    <0.01% of the 13F portfolio, value $2,191,176.

    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 42,810 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,504,387.

    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).