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Disclosery

Franklin Resources: HVT position timeline

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

Franklin Resources held 15,601 HVT 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 15,601 shares
    Change vs previous 13F +3,158 shares

    <0.01% of the 13F portfolio, value $398,294.

    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 12,443 shares
    Change vs previous 13F +12,443 shares

    <0.01% of the 13F portfolio, value $263,543.

    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 ended2025-06-30
    13F 0 shares
    Change vs previous 13F -34,551 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-03-31
    13F 34,551 shares
    Change vs previous 13F -112,513 shares

    <0.01% of the 13F portfolio, value $681,346.

    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).

  5. period ended2024-12-31
    13F 147,064 shares
    Change vs previous 13F -27,687 shares

    <0.01% of the 13F portfolio, value $3,273,644.

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

    • FRANKLIN RESOURCES INC: 147,064 shares
    • Brandywine Global Investment Management, LLC: 0 shares

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

  6. period ended2024-09-30
    13F/A 174,751 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,466,635.

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

    • FRANKLIN RESOURCES INC: 127,518 shares
    • Brandywine Global Investment Management, LLC: 47,233 shares

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