Franklin Resources: IWO position timeline

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

Franklin Resources held 187,146 IWO 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 187,146 shares
Change vs previous 13F +137,187 shares
0.01% of the 13F portfolio, value $73,728,038.
13F-HR 0001348883-26-000018 filed by Clearbridge Investments, LLC
Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- FRANKLIN RESOURCES INC: 70,478 shares
- Clearbridge Investments, LLC: 116,668 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 49,959 shares
Change vs previous 13F +1,450 shares
<0.01% of the 13F portfolio, value $15,677,633.
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: 32,991 shares
- Clearbridge Investments, LLC: 16,968 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 48,509 shares
Change vs previous 13F +15,990 shares
<0.01% of the 13F portfolio, value $15,668,893.
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: 31,709 shares
- Clearbridge Investments, LLC: 16,800 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 32,519 shares
Change vs previous 13F -22,719 shares
<0.01% of the 13F portfolio, value $10,407,380.
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: 31,583 shares
- Clearbridge Investments, LLC: 936 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 55,238 shares
Change vs previous 13F +16,848 shares
<0.01% of the 13F portfolio, value $15,790,334.
13F-HR 0001348883-25-000013 filed by Clearbridge Investments, LLC
Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- FRANKLIN RESOURCES INC: 24,370 shares
- Clearbridge Investments, LLC: 30,868 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 38,390 shares
Change vs previous 13F +3,619 shares
<0.01% of the 13F portfolio, value $9,809,796.
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: 28,222 shares
- Clearbridge Investments, LLC: 10,168 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 34,771 shares
Change vs previous 13F -54,160 shares
<0.01% of the 13F portfolio, value $10,007,790.
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: 32,847 shares
- Clearbridge Investments, LLC: 1,924 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F/A 88,931 shares
Change vs previous 13F not available
0.01% of the 13F portfolio, value $25,401,853.
13F-HR 0001348883-24-000021 filed by Clearbridge Investments, LLC
Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- FRANKLIN RESOURCES INC: 32,322 shares
- Clearbridge Investments, LLC: 56,609 shares
Acceptance time not in the bulk data set (spec §4.2).