Franklin Resources: LDI position timeline

Franklin Resources held 70,764 LDI 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 70,764 shares

   Change vs previous 13F -8,679 shares

   <0.01% of the 13F portfolio, value $88,455.

   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

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

2. period ended2026-03-31

   13F 79,443 shares

   Change vs previous 13F +79,443 shares

   <0.01% of the 13F portfolio, value $112,809.

   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

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

3. period ended2025-03-31

   13F 0 shares

   Change vs previous 13F -20,983 shares

   13F-HR 0000829108-25-000003 filed by Brandywine Global Investment Management, LLC
   Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

   Exited: the 13F for this period no longer lists the position.

4. period ended2024-12-31

   13F 20,983 shares

   Change vs previous 13F -2,223,015 shares

   <0.01% of the 13F portfolio, value $42,805.

   13F-HR 0000829108-25-000001 filed by Brandywine Global Investment Management, LLC
   Filed 2025-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 2,243,998 shares

   Change vs previous 13F not available

   0.04% of the 13F portfolio, value $6,126,115.

   13F-HR 0000829108-24-000008 filed by Brandywine Global Investment Management, LLC
   Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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