Franklin Resources: IVE position timeline

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

Franklin Resources held 40,629 IVE shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

period ended2026-06-30
13F 40,629 shares
Change vs previous 13F -10,351 shares
<0.01% of the 13F portfolio, value $9,225,220.
13F-HR 0000038777-26-000222 filed by FRANKLIN RESOURCES INC
Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 50,980 shares
Change vs previous 13F +10,864 shares
<0.01% of the 13F portfolio, value $10,764,427.
13F-HR 0000038777-26-000124 filed by FRANKLIN RESOURCES INC
Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 40,116 shares
Change vs previous 13F -6,460 shares
<0.01% of the 13F portfolio, value $8,507,401.
13F-HR 0000038777-26-000055 filed by FRANKLIN RESOURCES INC
Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- FRANKLIN RESOURCES INC: 40,065 shares
- Brandywine Global Investment Management, LLC: 51 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 46,576 shares
Change vs previous 13F -5,654 shares
<0.01% of the 13F portfolio, value $9,618,410.
13F-HR 0000038777-25-000239 filed by FRANKLIN RESOURCES INC
Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- FRANKLIN RESOURCES INC: 46,088 shares
- Brandywine Global Investment Management, LLC: 488 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 52,230 shares
Change vs previous 13F +2,071 shares
<0.01% of the 13F portfolio, value $10,206,786.
13F-HR 0000038777-25-000153 filed by FRANKLIN RESOURCES INC
Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- FRANKLIN RESOURCES INC: 51,715 shares
- Brandywine Global Investment Management, LLC: 515 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 50,159 shares
Change vs previous 13F +3,440 shares
<0.01% of the 13F portfolio, value $9,559,302.
13F-HR 0000038777-25-000090 filed by FRANKLIN RESOURCES INC
Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- FRANKLIN RESOURCES INC: 49,600 shares
- Brandywine Global Investment Management, LLC: 559 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 46,719 shares
Change vs previous 13F +15,426 shares
<0.01% of the 13F portfolio, value $8,917,723.
13F-HR 0000038777-25-000026 filed by FRANKLIN RESOURCES INC
Filed 2025-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- FRANKLIN RESOURCES INC: 46,258 shares
- Brandywine Global Investment Management, LLC: 461 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F/A 31,293 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $6,462,422.
13F-HR/A 0000038777-24-000215 filed by FRANKLIN RESOURCES INC
Filed 2024-11-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- FRANKLIN RESOURCES INC: 30,832 shares
- Brandywine Global Investment Management, LLC: 461 shares
Acceptance time not in the bulk data set (spec §4.2).