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Disclosery

Franklin Resources: IWR position timeline

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

Franklin Resources held 666,991 IWR 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 666,991 shares
    Change vs previous 13F +1,161 shares

    0.02% of the 13F portfolio, value $73,582,447.

    13F-HR 0000038777-26-000222 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).

  2. period ended2026-03-31
    13F 665,830 shares
    Change vs previous 13F -4,243 shares

    0.02% of the 13F portfolio, value $64,738,651.

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

    • FRANKLIN RESOURCES INC: 665,830 shares
    • Clearbridge Investments, LLC: 0 shares

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

  3. period ended2025-12-31
    13F 670,073 shares
    Change vs previous 13F +22,882 shares

    0.01% of the 13F portfolio, value $64,507,929.

    13F-HR 0000038777-26-000055 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 666,823 shares
    • Clearbridge Investments, LLC: 3,250 shares

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

  4. period ended2025-09-30
    13F 647,191 shares
    Change vs previous 13F -3,775 shares

    0.02% of the 13F portfolio, value $62,486,291.

    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 650,966 shares
    Change vs previous 13F -40,297 shares

    0.02% of the 13F portfolio, value $59,869,343.

    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 691,263 shares
    Change vs previous 13F -11,394 shares

    0.02% of the 13F portfolio, value $58,805,743.

    13F-HR 0000038777-25-000090 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 691,263 shares
    • Clearbridge Investments, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 702,657 shares
    Change vs previous 13F +163 shares

    0.01% of the 13F portfolio, value $62,114,879.

    13F-HR 0000038777-25-000026 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 695,927 shares
    • Clearbridge Investments, LLC: 6,730 shares

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

  8. period ended2024-09-30
    13F/A 702,494 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $62,880,238.

    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).