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Franklin Resources: INVH position timeline

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

Franklin Resources held 275,266 INVH 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 275,266 shares
    Change vs previous 13F -764,251 shares

    <0.01% of the 13F portfolio, value $8,315,786.

    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 1,039,517 shares
    Change vs previous 13F +123,702 shares

    0.01% of the 13F portfolio, value $25,831,998.

    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 915,815 shares
    Change vs previous 13F +719,401 shares

    0.01% of the 13F portfolio, value $25,450,499.

    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 196,414 shares
    Change vs previous 13F +39,737 shares

    <0.01% of the 13F portfolio, value $5,760,822.

    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 156,677 shares
    Change vs previous 13F -11,898 shares

    <0.01% of the 13F portfolio, value $5,139,004.

    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 168,575 shares
    Change vs previous 13F +1,110 shares

    <0.01% of the 13F portfolio, value $5,874,840.

    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 167,465 shares
    Change vs previous 13F +120,019 shares

    <0.01% of the 13F portfolio, value $5,353,857.

    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 47,446 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,601,778.

    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).