Franklin Resources: IWF position timeline

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

Franklin Resources held 476,968 IWF 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 476,968 shares
Change vs previous 13F +352,769 shares
0.01% of the 13F portfolio, value $59,225,116.
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
- FRANKLIN RESOURCES INC: 467,708 shares
- Clearbridge Investments, LLC: 9,260 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 124,199 shares
Change vs previous 13F -23,029 shares
0.01% of the 13F portfolio, value $52,958,454.
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: 118,725 shares
- Clearbridge Investments, LLC: 5,474 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 147,228 shares
Change vs previous 13F +103,304 shares
0.01% of the 13F portfolio, value $69,683,014.
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: 115,796 shares
- Clearbridge Investments, LLC: 31,432 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 43,924 shares
Change vs previous 13F -3,973 shares
<0.01% of the 13F portfolio, value $20,574,440.
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: 42,804 shares
- Clearbridge Investments, LLC: 1,120 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 47,897 shares
Change vs previous 13F -9,665 shares
<0.01% of the 13F portfolio, value $20,336,109.
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: 42,620 shares
- Clearbridge Investments, LLC: 5,277 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 57,562 shares
Change vs previous 13F -76 shares
<0.01% of the 13F portfolio, value $20,785,063.
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: 42,777 shares
- Clearbridge Investments, LLC: 14,785 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 57,638 shares
Change vs previous 13F +17,752 shares
<0.01% of the 13F portfolio, value $23,146,268.
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: 44,748 shares
- Clearbridge Investments, LLC: 12,890 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F/A 39,886 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $15,284,052.
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: 38,052 shares
- Clearbridge Investments, LLC: 1,834 shares
Acceptance time not in the bulk data set (spec §4.2).