Franklin Resources: IWD position timeline

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

Franklin Resources held 663,216 IWD 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 663,216 shares
Change vs previous 13F -1,701,087 shares
0.03% of the 13F portfolio, value $160,783,456.
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 2,364,303 shares
Change vs previous 13F +1,688,259 shares
0.12% of the 13F portfolio, value $505,180,578.
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
- FRANKLIN RESOURCES INC: 2,364,303 shares
- Clearbridge Investments, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 676,044 shares
Change vs previous 13F -92,885 shares
0.03% of the 13F portfolio, value $142,199,095.
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: 410,411 shares
- Brandywine Global Investment Management, LLC: 242,573 shares
- Clearbridge Investments, LLC: 23,060 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 768,929 shares
Change vs previous 13F +181,658 shares
0.03% of the 13F portfolio, value $156,546,254.
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: 566,887 shares
- Brandywine Global Investment Management, LLC: 200,770 shares
- Clearbridge Investments, LLC: 1,272 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 587,271 shares
Change vs previous 13F -708,576 shares
0.02% of the 13F portfolio, value $114,065,646.
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: 376,594 shares
- Brandywine Global Investment Management, LLC: 209,596 shares
- Clearbridge Investments, LLC: 1,081 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 1,295,847 shares
Change vs previous 13F +8,320 shares
0.05% of the 13F portfolio, value $243,826,572.
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: 1,015,394 shares
- Brandywine Global Investment Management, LLC: 268,699 shares
- Clearbridge Investments, LLC: 11,754 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 1,287,527 shares
Change vs previous 13F +519,338 shares
0.05% of the 13F portfolio, value $238,359,874.
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: 936,279 shares
- Brandywine Global Investment Management, LLC: 236,914 shares
- Clearbridge Investments, LLC: 114,334 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F/A 768,189 shares
Change vs previous 13F not available
0.03% of the 13F portfolio, value $150,627,097.
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: 427,773 shares
- Brandywine Global Investment Management, LLC: 335,803 shares
- Clearbridge Investments, LLC: 4,613 shares
Acceptance time not in the bulk data set (spec §4.2).