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Disclosery

Franklin Resources: MTUM position timeline

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

Franklin Resources held 529,641 MTUM 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 529,641 shares
    Change vs previous 13F +476,952 shares

    0.03% of the 13F portfolio, value $181,576,760.

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

    • FRANKLIN RESOURCES INC: 46,339 shares
    • Clearbridge Investments, LLC: 483,302 shares

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

  2. period ended2026-03-31
    13F 52,689 shares
    Change vs previous 13F +14,021 shares

    <0.01% of the 13F portfolio, value $12,644,834.

    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 38,668 shares
    Change vs previous 13F -2,897 shares

    <0.01% of the 13F portfolio, value $9,678,987.

    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 41,565 shares
    Change vs previous 13F +27,813 shares

    <0.01% of the 13F portfolio, value $10,659,344.

    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 13,752 shares
    Change vs previous 13F -81,556 shares

    <0.01% of the 13F portfolio, value $3,304,881.

    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 95,308 shares
    Change vs previous 13F -3,961 shares

    0.01% of the 13F portfolio, value $19,264,606.

    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 99,269 shares
    Change vs previous 13F +43,991 shares

    0.01% of the 13F portfolio, value $20,540,742.

    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 55,278 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $11,550,891.

    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).