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Disclosery

Franklin Resources: LU position timeline

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

Franklin Resources held 198,282 LU 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 198,282 shares
    Change vs previous 13F -9,806 shares

    <0.01% of the 13F portfolio, value $261,732.

    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 208,088 shares
    Change vs previous 13F -26,054 shares

    <0.01% of the 13F portfolio, value $389,125.

    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 234,142 shares
    Change vs previous 13F +11,213 shares

    <0.01% of the 13F portfolio, value $599,404.

    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 222,929 shares
    Change vs previous 13F +5,209 shares

    <0.01% of the 13F portfolio, value $905,091.

    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 217,720 shares
    Change vs previous 13F +104,261 shares

    <0.01% of the 13F portfolio, value $607,439.

    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 113,459 shares
    Change vs previous 13F +41,862 shares

    <0.01% of the 13F portfolio, value $336,973.

    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 71,597 shares
    Change vs previous 13F +6,013 shares

    <0.01% of the 13F portfolio, value $171,117.

    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 65,584 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $226,265.

    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).