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Disclosery

Franklin Resources: IWV position timeline

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

Franklin Resources held 145,453 IWV 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 145,453 shares
    Change vs previous 13F +1,312 shares

    0.01% of the 13F portfolio, value $62,021,347.

    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 144,141 shares
    Change vs previous 13F +6,704 shares

    0.01% of the 13F portfolio, value $53,430,186.

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

    • FRANKLIN RESOURCES INC: 144,141 shares
    • Clearbridge Investments, LLC: 0 shares

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

  3. period ended2025-12-31
    13F 137,437 shares
    Change vs previous 13F +2,300 shares

    0.01% of the 13F portfolio, value $53,167,504.

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

    • FRANKLIN RESOURCES INC: 135,038 shares
    • Clearbridge Investments, LLC: 2,399 shares

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

  4. period ended2025-09-30
    13F 135,137 shares
    Change vs previous 13F -760 shares

    0.01% of the 13F portfolio, value $51,208,815.

    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 135,897 shares
    Change vs previous 13F +1,863 shares

    0.01% of the 13F portfolio, value $47,699,847.

    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 134,034 shares
    Change vs previous 13F +13,141 shares

    0.01% of the 13F portfolio, value $42,574,560.

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

    • FRANKLIN RESOURCES INC: 134,034 shares
    • Clearbridge Investments, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 120,893 shares
    Change vs previous 13F -13,278 shares

    0.01% of the 13F portfolio, value $40,408,487.

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

    • FRANKLIN RESOURCES INC: 119,627 shares
    • Clearbridge Investments, LLC: 1,266 shares

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

  8. period ended2024-09-30
    13F/A 134,171 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $44,646,742.

    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).