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Disclosery

Franklin Resources: IVA position timeline

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

Franklin Resources held 2,642,611 IVA 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 2,642,611 shares
    Change vs previous 13F +181,046 shares

    <0.01% of the 13F portfolio, value $9,989,070.

    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 2,461,565 shares
    Change vs previous 13F -38,576 shares

    <0.01% of the 13F portfolio, value $13,661,686.

    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 2,500,141 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $11,625,656.

    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).