Franklin Resources: SGRY position timeline

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

Franklin Resources held 3,823,179 SGRY shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

period ended2026-06-30
13F 3,823,179 shares
Change vs previous 13F -315,365 shares
0.05% of the 13F portfolio, value $64,229,408.
13F-HR 0001348883-26-000018 filed by Clearbridge Investments, LLC
Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- FRANKLIN RESOURCES INC: 0 shares
- Clearbridge Investments, LLC: 3,823,179 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 4,138,544 shares
Change vs previous 13F -110,395 shares
0.01% of the 13F portfolio, value $49,331,439.
13F-HR 0001348883-26-000011 filed by Clearbridge Investments, LLC
Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- FRANKLIN RESOURCES INC: 20,488 shares
- Clearbridge Investments, LLC: 4,118,056 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 4,248,939 shares
Change vs previous 13F -14,244 shares
0.01% of the 13F portfolio, value $65,646,105.
13F-HR 0001348883-26-000001 filed by Clearbridge Investments, LLC
Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- FRANKLIN RESOURCES INC: 20,488 shares
- Clearbridge Investments, LLC: 4,228,451 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 4,263,183 shares
Change vs previous 13F -33,187 shares
0.02% of the 13F portfolio, value $92,255,269.
13F-HR 0001348883-25-000015 filed by Clearbridge Investments, LLC
Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- FRANKLIN RESOURCES INC: 20,563 shares
- Clearbridge Investments, LLC: 4,242,620 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 4,296,370 shares
Change vs previous 13F +181,188 shares
0.02% of the 13F portfolio, value $95,508,300.
13F-HR 0001348883-25-000013 filed by Clearbridge Investments, LLC
Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- FRANKLIN RESOURCES INC: 20,563 shares
- Clearbridge Investments, LLC: 4,275,807 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 4,115,182 shares
Change vs previous 13F -139,917 shares
0.02% of the 13F portfolio, value $97,735,571.
13F-HR 0001348883-25-000011 filed by Clearbridge Investments, LLC
Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- FRANKLIN RESOURCES INC: 20,624 shares
- Clearbridge Investments, LLC: 4,094,558 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 4,255,099 shares
Change vs previous 13F -267,280 shares
0.02% of the 13F portfolio, value $90,080,452.
13F-HR 0001348883-25-000002 filed by Clearbridge Investments, LLC
Filed 2025-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- FRANKLIN RESOURCES INC: 20,563 shares
- Clearbridge Investments, LLC: 4,234,536 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F/A 4,522,379 shares
Change vs previous 13F not available
0.03% of the 13F portfolio, value $145,791,047.
13F-HR 0001348883-24-000021 filed by Clearbridge Investments, LLC
Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- FRANKLIN RESOURCES INC: 21,324 shares
- Clearbridge Investments, LLC: 4,501,055 shares
Acceptance time not in the bulk data set (spec §4.2).