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Disclosery

Franklin Resources: LOPE position timeline

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

Franklin Resources held 25,132 LOPE 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 25,132 shares
    Change vs previous 13F -2,775 shares

    <0.01% of the 13F portfolio, value $3,596,641.

    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 27,907 shares
    Change vs previous 13F -748 shares

    <0.01% of the 13F portfolio, value $4,745,026.

    13F-HR 0000038777-26-000124 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).

  3. period ended2025-12-31
    13F 28,655 shares
    Change vs previous 13F -8,989 shares

    <0.01% of the 13F portfolio, value $4,765,613.

    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 37,644 shares
    Change vs previous 13F -97 shares

    <0.01% of the 13F portfolio, value $8,263,611.

    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 37,741 shares
    Change vs previous 13F +1,684 shares

    <0.01% of the 13F portfolio, value $7,133,049.

    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 36,057 shares
    Change vs previous 13F +1,586 shares

    <0.01% of the 13F portfolio, value $6,238,582.

    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 34,471 shares
    Change vs previous 13F -3,052 shares

    <0.01% of the 13F portfolio, value $5,646,350.

    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 37,523 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,013,823.

    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).