Franklin Resources: SHY position timeline

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

Franklin Resources held 64,079 SHY 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 64,079 shares
Change vs previous 13F +231 shares
<0.01% of the 13F portfolio, value $5,261,528.
13F-HR 0000038777-26-000222 filed by FRANKLIN RESOURCES INC
Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- FRANKLIN RESOURCES INC: 55,292 shares
- Clearbridge Investments, LLC: 8,787 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 63,848 shares
Change vs previous 13F +7,162 shares
<0.01% of the 13F portfolio, value $5,271,930.
13F-HR 0000038777-26-000124 filed by FRANKLIN RESOURCES INC
Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- FRANKLIN RESOURCES INC: 55,766 shares
- Clearbridge Investments, LLC: 8,082 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 56,686 shares
Change vs previous 13F -451 shares
<0.01% of the 13F portfolio, value $4,694,735.
13F-HR 0000038777-26-000055 filed by FRANKLIN RESOURCES INC
Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- FRANKLIN RESOURCES INC: 48,601 shares
- Clearbridge Investments, LLC: 8,085 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 57,137 shares
Change vs previous 13F +977 shares
<0.01% of the 13F portfolio, value $4,740,086.
13F-HR 0000038777-25-000239 filed by FRANKLIN RESOURCES INC
Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- FRANKLIN RESOURCES INC: 48,504 shares
- Clearbridge Investments, LLC: 8,633 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 56,160 shares
Change vs previous 13F +2,905 shares
<0.01% of the 13F portfolio, value $4,653,417.
13F-HR 0000038777-25-000153 filed by FRANKLIN RESOURCES INC
Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- FRANKLIN RESOURCES INC: 47,674 shares
- Clearbridge Investments, LLC: 8,486 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 53,255 shares
Change vs previous 13F +749 shares
<0.01% of the 13F portfolio, value $4,405,785.
13F-HR 0000038777-25-000090 filed by FRANKLIN RESOURCES INC
Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- FRANKLIN RESOURCES INC: 44,823 shares
- Clearbridge Investments, LLC: 8,432 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 52,506 shares
Change vs previous 13F -2,071 shares
<0.01% of the 13F portfolio, value $4,304,440.
13F-HR 0000038777-25-000026 filed by FRANKLIN RESOURCES INC
Filed 2025-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- FRANKLIN RESOURCES INC: 44,079 shares
- Clearbridge Investments, LLC: 8,427 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F/A 54,577 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $4,511,326.
13F-HR/A 0000038777-24-000215 filed by FRANKLIN RESOURCES INC
Filed 2024-11-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- FRANKLIN RESOURCES INC: 41,160 shares
- Clearbridge Investments, LLC: 13,417 shares
Acceptance time not in the bulk data set (spec §4.2).