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Franklin Resources: RTO position timeline

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

Franklin Resources held 0 RTO shares at 2025-06-30 per its 13F-HR filed 2025-08-12.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -814,934 shares

    13F-HR 0001348883-25-000013 filed by Clearbridge Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 814,934 shares
    Change vs previous 13F +46,762 shares

    0.02% of the 13F portfolio, value $18,661,991.

    13F-HR 0001348883-25-000011 filed by Clearbridge Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 768,172 shares
    Change vs previous 13F -123,968 shares

    0.02% of the 13F portfolio, value $19,450,116.

    13F-HR 0001348883-25-000002 filed by Clearbridge Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 892,140 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $22,241,058.

    13F-HR 0001348883-24-000021 filed by Clearbridge Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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