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Disclosery

Franklin Resources: IVW position timeline

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

Franklin Resources held 75,789 IVW 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 75,789 shares
    Change vs previous 13F -802 shares

    <0.01% of the 13F portfolio, value $10,423,260.

    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 76,591 shares
    Change vs previous 13F -934 shares

    <0.01% of the 13F portfolio, value $8,663,208.

    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 77,525 shares
    Change vs previous 13F +1,189 shares

    <0.01% of the 13F portfolio, value $9,555,732.

    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 76,336 shares
    Change vs previous 13F -2,000 shares

    <0.01% of the 13F portfolio, value $9,215,282.

    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 78,336 shares
    Change vs previous 13F -11,719 shares

    <0.01% of the 13F portfolio, value $8,624,793.

    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 90,055 shares
    Change vs previous 13F +6,199 shares

    <0.01% of the 13F portfolio, value $8,359,805.

    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 83,856 shares
    Change vs previous 13F -26 shares

    <0.01% of the 13F portfolio, value $8,513,900.

    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 83,882 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $8,203,660.

    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).