Franklin Resources: IWP position timeline

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

Franklin Resources held 23,604 IWP 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 23,604 shares
Change vs previous 13F +1,306 shares
<0.01% of the 13F portfolio, value $3,455,863.
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: 12,154 shares
- Clearbridge Investments, LLC: 11,450 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 22,298 shares
Change vs previous 13F -80,788 shares
<0.01% of the 13F portfolio, value $2,856,820.
13F-HR 0001348883-26-000011 filed by Clearbridge Investments, LLC
Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- FRANKLIN RESOURCES INC: 10,608 shares
- Clearbridge Investments, LLC: 11,690 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 103,086 shares
Change vs previous 13F +78,518 shares
<0.01% of the 13F portfolio, value $14,116,598.
13F-HR 0001348883-26-000001 filed by Clearbridge Investments, LLC
Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- FRANKLIN RESOURCES INC: 11,378 shares
- Clearbridge Investments, LLC: 91,708 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 24,568 shares
Change vs previous 13F +9,013 shares
<0.01% of the 13F portfolio, value $3,498,729.
13F-HR 0001348883-25-000015 filed by Clearbridge Investments, LLC
Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- FRANKLIN RESOURCES INC: 11,786 shares
- Clearbridge Investments, LLC: 12,782 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 15,555 shares
Change vs previous 13F -37,402 shares
<0.01% of the 13F portfolio, value $2,157,167.
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: 11,911 shares
- Clearbridge Investments, LLC: 3,644 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 52,957 shares
Change vs previous 13F -27,629 shares
<0.01% of the 13F portfolio, value $6,221,918.
13F-HR 0001348883-25-000011 filed by Clearbridge Investments, LLC
Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- FRANKLIN RESOURCES INC: 13,793 shares
- Clearbridge Investments, LLC: 39,164 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 80,586 shares
Change vs previous 13F +55,874 shares
<0.01% of the 13F portfolio, value $10,214,277.
13F-HR 0001348883-25-000002 filed by Clearbridge Investments, LLC
Filed 2025-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- FRANKLIN RESOURCES INC: 13,828 shares
- Clearbridge Investments, LLC: 66,758 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F/A 24,712 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $2,966,157.
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: 14,463 shares
- Clearbridge Investments, LLC: 10,249 shares
Acceptance time not in the bulk data set (spec §4.2).