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Disclosery

Franklin Resources: SHO position timeline

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

Franklin Resources held 256,561 SHO 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 256,561 shares
    Change vs previous 13F -119,422 shares

    <0.01% of the 13F portfolio, value $2,937,623.

    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 375,983 shares
    Change vs previous 13F +40,207 shares

    <0.01% of the 13F portfolio, value $3,387,608.

    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 335,776 shares
    Change vs previous 13F -9,944 shares

    <0.01% of the 13F portfolio, value $3,001,837.

    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 345,720 shares
    Change vs previous 13F -32,155 shares

    <0.01% of the 13F portfolio, value $3,239,396.

    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 377,875 shares
    Change vs previous 13F -11,994 shares

    <0.01% of the 13F portfolio, value $3,279,955.

    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 389,869 shares
    Change vs previous 13F -19,414 shares

    <0.01% of the 13F portfolio, value $3,668,667.

    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 409,283 shares
    Change vs previous 13F -1,816,472 shares

    <0.01% of the 13F portfolio, value $4,845,911.

    13F-HR 0000038777-25-000026 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 409,283 shares
    • Brandywine Global Investment Management, LLC: 0 shares

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

  8. period ended2024-09-30
    13F/A 2,225,755 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $23,036,566.

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

    • FRANKLIN RESOURCES INC: 1,536,052 shares
    • Brandywine Global Investment Management, LLC: 689,703 shares

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