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Disclosery

Franklin Resources: HZO position timeline

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

Franklin Resources held 81,245 HZO 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 81,245 shares
    Change vs previous 13F +7,310 shares

    <0.01% of the 13F portfolio, value $2,975,192.

    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 73,935 shares
    Change vs previous 13F +1,894 shares

    <0.01% of the 13F portfolio, value $2,000,680.

    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 72,041 shares
    Change vs previous 13F -4,297 shares

    <0.01% of the 13F portfolio, value $1,745,553.

    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: 19,801 shares
    • Brandywine Global Investment Management, LLC: 52,240 shares

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

  4. period ended2025-09-30
    13F 76,338 shares
    Change vs previous 13F +63,081 shares

    <0.01% of the 13F portfolio, value $1,933,641.

    13F-HR 0000829108-25-000008 filed by Brandywine Global Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 21,998 shares
    • Brandywine Global Investment Management, LLC: 54,340 shares

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

  5. period ended2025-06-30
    13F 13,257 shares
    Change vs previous 13F -54 shares

    <0.01% of the 13F portfolio, value $333,281.

    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 13,311 shares
    Change vs previous 13F -61,699 shares

    <0.01% of the 13F portfolio, value $286,188.

    13F-HR 0000038777-25-000090 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 13,311 shares
    • Brandywine Global Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 75,010 shares
    Change vs previous 13F -3,401 shares

    0.02% of the 13F portfolio, value $2,171,540.

    13F-HR 0000829108-25-000001 filed by Brandywine Global Investment Management, LLC
    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 78,411 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,597,756.

    13F-HR 0000829108-24-000008 filed by Brandywine Global Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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