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Disclosery

Franklin Resources: IX position timeline

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

Franklin Resources held 1,768,655 IX 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 1,768,655 shares
    Change vs previous 13F +703,018 shares

    0.01% of the 13F portfolio, value $67,279,648.

    13F-HR 0001348883-26-000018 filed by Clearbridge Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 15,833 shares
    • Clearbridge Investments, LLC: 1,752,822 shares

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

  2. period ended2026-03-31
    13F 1,065,637 shares
    Change vs previous 13F +1,049,573 shares

    0.01% of the 13F portfolio, value $31,958,457.

    13F-HR 0001348883-26-000011 filed by Clearbridge Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 16,093 shares
    • Clearbridge Investments, LLC: 1,049,544 shares

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

  3. period ended2025-12-31
    13F 16,064 shares
    Change vs previous 13F -83 shares

    <0.01% of the 13F portfolio, value $469,390.

    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 16,147 shares
    Change vs previous 13F +445 shares

    <0.01% of the 13F portfolio, value $421,760.

    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 15,702 shares
    Change vs previous 13F -97 shares

    <0.01% of the 13F portfolio, value $353,609.

    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 15,799 shares
    Change vs previous 13F +12,658 shares

    <0.01% of the 13F portfolio, value $330,042.

    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 3,141 shares
    Change vs previous 13F +300 shares

    <0.01% of the 13F portfolio, value $333,669.

    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 2,841 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $318,249.

    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).