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Disclosery

Franklin Resources: SAM position timeline

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

Franklin Resources held 32,567 SAM 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 32,567 shares
    Change vs previous 13F -23,080 shares

    <0.01% of the 13F portfolio, value $5,765,336.

    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 55,647 shares
    Change vs previous 13F -9,926 shares

    <0.01% of the 13F portfolio, value $12,821,068.

    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 65,573 shares
    Change vs previous 13F +28,251 shares

    <0.01% of the 13F portfolio, value $12,795,260.

    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 37,322 shares
    Change vs previous 13F +13,189 shares

    <0.01% of the 13F portfolio, value $7,890,617.

    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 24,133 shares
    Change vs previous 13F +5,943 shares

    <0.01% of the 13F portfolio, value $4,604,818.

    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 18,190 shares
    Change vs previous 13F +14,626 shares

    <0.01% of the 13F portfolio, value $4,344,499.

    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 3,564 shares
    Change vs previous 13F -11,825 shares

    <0.01% of the 13F portfolio, value $1,069,128.

    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 15,389 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,238,592.

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

    • FRANKLIN RESOURCES INC: 15,389 shares
    • Brandywine Global Investment Management, LLC: 0 shares

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