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Disclosery

Franklin Resources: LPLA position timeline

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

Franklin Resources held 134,652 LPLA 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 134,652 shares
    Change vs previous 13F -267,362 shares

    0.01% of the 13F portfolio, value $37,928,659.

    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 402,014 shares
    Change vs previous 13F +240,242 shares

    0.03% of the 13F portfolio, value $120,937,872.

    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 161,772 shares
    Change vs previous 13F -7,015 shares

    0.01% of the 13F portfolio, value $57,780,105.

    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 168,787 shares
    Change vs previous 13F +5,470 shares

    0.01% of the 13F portfolio, value $56,153,747.

    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 163,317 shares
    Change vs previous 13F -40,546 shares

    0.02% of the 13F portfolio, value $61,238,976.

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

    • FRANKLIN RESOURCES INC: 163,317 shares
    • Brandywine Global Investment Management, LLC: 0 shares

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

  6. period ended2025-03-31
    13F 203,863 shares
    Change vs previous 13F +12,976 shares

    0.02% of the 13F portfolio, value $66,691,741.

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

    • FRANKLIN RESOURCES INC: 167,348 shares
    • Brandywine Global Investment Management, LLC: 36,515 shares

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

  7. period ended2024-12-31
    13F 190,887 shares
    Change vs previous 13F -111,150 shares

    0.02% of the 13F portfolio, value $62,326,515.

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

    • FRANKLIN RESOURCES INC: 152,319 shares
    • Brandywine Global Investment Management, LLC: 38,568 shares

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

  8. period ended2024-09-30
    13F/A 302,037 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $75,421,659.

    13F-HR/A 0000038777-24-000215 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 259,919 shares
    • Brandywine Global Investment Management, LLC: 42,118 shares

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