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Disclosery

Franklin Resources: IWM position timeline

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

Franklin Resources held 840,318 IWM 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 840,318 shares
    Change vs previous 13F -101,739 shares

    0.04% of the 13F portfolio, value $252,473,631.

    13F-HR 0000038777-26-000222 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 626,703 shares
    • Clearbridge Investments, LLC: 213,615 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 942,057 shares
    Change vs previous 13F +330,959 shares

    0.04% of the 13F portfolio, value $233,630,136.

    13F-HR 0000038777-26-000124 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 629,542 shares
    • Clearbridge Investments, LLC: 312,515 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 611,098 shares
    Change vs previous 13F -75,791 shares

    0.04% of the 13F portfolio, value $150,427,884.

    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 686,889 shares
    Change vs previous 13F +12,033 shares

    0.04% of the 13F portfolio, value $166,199,662.

    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 674,856 shares
    Change vs previous 13F -67,443 shares

    0.04% of the 13F portfolio, value $145,627,177.

    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 742,299 shares
    Change vs previous 13F -9,020 shares

    0.04% of the 13F portfolio, value $148,081,228.

    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 751,319 shares
    Change vs previous 13F +56,986 shares

    0.05% of the 13F portfolio, value $166,011,446.

    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 694,333 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $154,759,882.

    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).