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Disclosery

Franklin Resources: LIF position timeline

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

Franklin Resources held 44,478 LIF 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 44,478 shares
    Change vs previous 13F +13,622 shares

    <0.01% of the 13F portfolio, value $2,462,302.

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

    • FRANKLIN RESOURCES INC: 4,732 shares
    • Clearbridge Investments, LLC: 39,746 shares

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

  2. period ended2026-03-31
    13F 30,856 shares
    Change vs previous 13F -514,824 shares

    <0.01% of the 13F portfolio, value $1,259,542.

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

    • FRANKLIN RESOURCES INC: 10,912 shares
    • Clearbridge Investments, LLC: 19,944 shares

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

  3. period ended2025-12-31
    13F 545,680 shares
    Change vs previous 13F -274,217 shares

    0.01% of the 13F portfolio, value $34,999,885.

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

    • FRANKLIN RESOURCES INC: 479,962 shares
    • Clearbridge Investments, LLC: 65,718 shares

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

  4. period ended2025-09-30
    13F 819,897 shares
    Change vs previous 13F +372,970 shares

    0.02% of the 13F portfolio, value $87,155,052.

    13F-HR 0000038777-25-000239 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 760,122 shares
    • Clearbridge Investments, LLC: 59,775 shares

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

  5. period ended2025-06-30
    13F 446,927 shares
    Change vs previous 13F -120,351 shares

    0.01% of the 13F portfolio, value $29,161,987.

    13F-HR 0000038777-25-000153 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 408,012 shares
    • Clearbridge Investments, LLC: 38,915 shares

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

  6. period ended2025-03-31
    13F 567,278 shares
    Change vs previous 13F +27,686 shares

    0.01% of the 13F portfolio, value $21,777,803.

    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 539,592 shares
    Change vs previous 13F +432,292 shares

    0.01% of the 13F portfolio, value $22,268,962.

    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 107,300 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,689,010.

    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).